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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 | $199,109+122.0% | $173,730+154.4% | $154,746+185.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 6.16% | 20.02%-13.9pp | 19.96%-13.8pp | 172.34%-166.2pp |
| Employer contribution / active EE | $2,608 | $5,311-50.9% | $4,577-43.0% | $4,379-40.4% |
| Participant deferral / active EE | $10,168 | $7,113+43.0% | $6,326+60.7% | $6,730+51.1% |
| Admin fee / account holder | $197,211 | $20,916+842.9% | $17,523+1025.4% | $14,365+1272.8% |