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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 | $88,815+325.1% | $81,882+361.1% | $145,897+158.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.86% | 1033.75%-1024.9pp | 779.47%-770.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,852 | $3,086-40.0% | $2,916-36.5% | $4,663-60.3% |
| Participant deferral / active EE | $7,127 | $4,647+53.4% | $4,323+64.9% | $6,689+6.5% |
| Admin fee / account holder | $3,747 | $8,434-55.6% | $7,360-49.1% | $13,390-72.0% |