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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 | $298,492 | $111,535+167.6% | $105,223+183.7% | $137,256+117.5% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.9pp | 80.0%-27.8pp |
| Annual return | 8.89% | 237.85%-229.0pp | 180.65%-171.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,965 | $3,939-50.1% | $3,689-46.7% | $4,156-52.7% |
| Participant deferral / active EE | $3,344 | $5,500-39.2% | $5,072-34.1% | $6,407-47.8% |
| Admin fee / account holder | $24,416 | $9,721+151.2% | $8,859+175.6% | $12,270+99.0% |