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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 | $134,817+193.1% | $123,973+218.7% | $155,188+154.6% |
| Participation rate | 64.3% | 79.4%-15.1pp | 76.7%-12.4pp | 80.8%-16.5pp |
| Annual return | 5.05% | 515.49%-510.4pp | 388.13%-383.1pp | 148.84%-143.8pp |
| Employer contribution / active EE | $4,283 | $4,425-3.2% | $4,126+3.8% | $4,248+0.8% |
| Participant deferral / active EE | $9,303 | $5,706+63.0% | $5,247+77.3% | $6,531+42.4% |
| Admin fee / account holder | $97,026 | $13,245+632.5% | $11,799+722.3% | $14,480+570.1% |