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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 | $441,922 | $178,174+148.0% | $156,181+183.0% | $137,256+222.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 6.16% | 84.19%-78.0pp | 64.87%-58.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $2,608 | $4,972-47.5% | $4,294-39.3% | $4,156-37.2% |
| Participant deferral / active EE | $10,168 | $6,888+47.6% | $6,132+65.8% | $6,407+58.7% |
| Admin fee / account holder | $197,211 | $17,404+1033.1% | $14,586+1252.0% | $12,270+1507.2% |