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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 | $360,000 | $149,040+141.5% | $120,225+199.4% | $137,256+162.3% |
| Participation rate | 42.9% | 75.4%-32.6pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 4.14% | 605.68%-601.5pp | 439.23%-435.1pp | 220.34%-216.2pp |
| Employer contribution / active EE | $4,915 | $4,350+13.0% | $3,475+41.4% | $4,156+18.3% |
| Participant deferral / active EE | $7,713 | $4,655+65.7% | $3,999+92.9% | $6,407+20.4% |
| Admin fee / account holder | $329 | $6,348-94.8% | $5,696-94.2% | $12,270-97.3% |