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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 | $88,702+325.6% | $81,780+361.7% | $145,978+158.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.86% | 1029.12%-1020.3pp | 776.27%-767.4pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,852 | $3,084-40.0% | $2,914-36.4% | $4,662-60.3% |
| Participant deferral / active EE | $7,127 | $4,645+53.4% | $4,321+65.0% | $6,690+6.5% |
| Admin fee / account holder | $3,747 | $8,414-55.5% | $7,384-49.3% | $13,400-72.0% |