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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 | $700,628 | $160,070+337.7% | $147,117+376.2% | $145,897+380.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.93% | 98.69%-89.8pp | 420.54%-411.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,885 | $5,285-64.3% | $4,932-61.8% | $4,663-59.6% |
| Participant deferral / active EE | $7,667 | $8,419-8.9% | $8,065-4.9% | $6,689+14.6% |
| Admin fee / account holder | $21,280 | $15,035+41.5% | $12,993+63.8% | $13,390+58.9% |