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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 | $551,913 | $154,228+257.9% | $145,433+279.5% | $137,256+302.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 10.45% | 74.59%-64.1pp | 66.58%-56.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $15,991 | $4,804+232.9% | $4,554+251.1% | $4,156+284.8% |
| Participant deferral / active EE | $9,100 | $8,216+10.8% | $7,897+15.2% | $6,407+42.0% |
| Admin fee / account holder | $12,890 | $14,344-10.1% | $13,129-1.8% | $12,270+5.0% |