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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 | $380,797 | $180,749+110.7% | $160,784+136.8% | $137,256+177.4% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 8.77% | 2234.46%-2225.7pp | 1803.92%-1795.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $2,543 | $4,155-38.8% | $3,733-31.9% | $4,156-38.8% |
| Participant deferral / active EE | $7,361 | $6,844+7.6% | $6,293+17.0% | $6,407+14.9% |
| Admin fee / account holder | $6,910 | $10,397-33.5% | $9,717-28.9% | $12,270-43.7% |