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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 | $159,978+338.0% | $147,041+376.5% | $145,978+380.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.93% | 98.36%-89.4pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,885 | $5,288-64.3% | $4,935-61.8% | $4,662-59.6% |
| Participant deferral / active EE | $7,667 | $8,429-9.0% | $8,071-5.0% | $6,690+14.6% |
| Admin fee / account holder | $21,280 | $15,053+41.4% | $13,006+63.6% | $13,400+58.8% |