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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 | $377,551 | $88,754+325.4% | $81,820+361.4% | $145,877+158.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.86% | 1031.77%-1022.9pp | 777.93%-769.1pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,852 | $3,085-40.0% | $2,915-36.5% | $4,663-60.3% |
| Participant deferral / active EE | $7,127 | $4,648+53.4% | $4,323+64.9% | $6,691+6.5% |
| Admin fee / account holder | $3,747 | $8,424-55.5% | $7,391-49.3% | $13,402-72.0% |