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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 | $162,136+240.4% | $152,301+262.4% | $154,746+256.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 10.45% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $15,991 | $4,890+227.0% | $4,624+245.8% | $4,379+265.2% |
| Participant deferral / active EE | $9,100 | $8,341+9.1% | $8,004+13.7% | $6,730+35.2% |
| Admin fee / account holder | $12,890 | $15,759-18.2% | $14,398-10.5% | $14,365-10.3% |