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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 | $369,681 | $160,028+131.0% | $147,080+151.3% | $145,884+153.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.52% | 98.60%-90.1pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,489 | $5,286-71.8% | $4,933-69.8% | $4,662-68.1% |
| Participant deferral / active EE | $6,364 | $8,422-24.4% | $8,066-21.1% | $6,690-4.9% |
| Admin fee / account holder | $53,641 | $15,030+256.9% | $12,989+313.0% | $13,392+300.5% |