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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 | $427,799 | $175,259+144.1% | $149,723+185.7% | $139,487+206.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 9.46% | 166.82%-157.4pp | 134.50%-125.0pp | 373.84%-364.4pp |
| Employer contribution / active EE | $6,250 | $5,478+14.1% | $4,821+29.6% | $4,755+31.4% |
| Participant deferral / active EE | $31,550 | $6,522+383.8% | $5,682+455.2% | $6,713+370.0% |
| Admin fee / account holder | $4,176 | $16,158-74.2% | $13,215-68.4% | $11,407-63.4% |