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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 | $703,054 | $162,136+333.6% | $152,301+361.6% | $154,746+354.3% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 8.55% | 91.02%-82.5pp | 80.50%-72.0pp | 172.34%-163.8pp |
| Employer contribution / active EE | $1,905 | $4,890-61.1% | $4,624-58.8% | $4,379-56.5% |
| Participant deferral / active EE | $6,356 | $8,341-23.8% | $8,004-20.6% | $6,730-5.6% |
| Admin fee / account holder | $27,233 | $15,759+72.8% | $14,398+89.1% | $14,365+89.6% |