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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,442 | $180,749+41.3% | $160,784+58.9% | $137,256+86.1% |
| Participation rate | 69.6% | 80.0%-10.4pp | 77.0%-7.4pp | 80.0%-10.4pp |
| Annual return | 9.56% | 2234.46%-2224.9pp | 1803.92%-1794.4pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,928 | $6,844+45.1% | $6,293+57.8% | $6,407+55.0% |
| Admin fee / account holder | $1,846 | $10,397-82.2% | $9,717-81.0% | $12,270-85.0% |