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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 | $602,504 | $154,228+290.7% | $145,433+314.3% | $137,256+339.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 7.22% | 74.59%-67.4pp | 66.58%-59.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $2,188 | $4,804-54.5% | $4,554-52.0% | $4,156-47.4% |
| Participant deferral / active EE | $10,076 | $8,216+22.6% | $7,897+27.6% | $6,407+57.3% |
| Admin fee / account holder | $237,351 | $14,344+1554.8% | $13,129+1707.8% | $12,270+1834.4% |