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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 | $395,149 | $129,737+204.6% | $119,126+231.7% | $154,746+155.4% |
| Participation rate | 64.3% | 78.9%-14.6pp | 75.8%-11.5pp | 80.7%-16.4pp |
| Annual return | 5.05% | 379.08%-374.0pp | 282.11%-277.1pp | 172.34%-167.3pp |
| Employer contribution / active EE | $4,283 | $4,375-2.1% | $4,034+6.2% | $4,379-2.2% |
| Participant deferral / active EE | $9,303 | $5,842+59.2% | $5,318+74.9% | $6,730+38.2% |
| Admin fee / account holder | $97,026 | $11,961+711.2% | $10,693+807.4% | $14,365+575.4% |