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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 | $134,817+341.6% | $123,973+380.2% | $155,188+283.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 2.10% | 515.49%-513.4pp | 388.13%-386.0pp | 148.84%-146.7pp |
| Employer contribution / active EE | $7,036 | $4,425+59.0% | $4,126+70.5% | $4,248+65.6% |
| Participant deferral / active EE | $16,633 | $5,706+191.5% | $5,247+217.0% | $6,531+154.7% |
| Admin fee / account holder | $11,697 | $13,245-11.7% | $11,799-0.9% | $14,480-19.2% |