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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 | $595,339 | $111,535+433.8% | $105,223+465.8% | $137,256+333.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 2.10% | 237.85%-235.8pp | 180.65%-178.6pp | 220.34%-218.2pp |
| Employer contribution / active EE | $7,036 | $3,939+78.6% | $3,689+90.8% | $4,156+69.3% |
| Participant deferral / active EE | $16,633 | $5,500+202.4% | $5,072+228.0% | $6,407+159.6% |
| Admin fee / account holder | $11,697 | $9,721+20.3% | $8,859+32.0% | $12,270-4.7% |