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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 | $507,444 | $159,978+217.2% | $147,041+245.1% | $145,978+247.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.01% | 98.36%-91.4pp | 419.21%-412.2pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,850 | $5,288-65.0% | $4,935-62.5% | $4,662-60.3% |
| Participant deferral / active EE | $9,850 | $8,429+16.9% | $8,071+22.0% | $6,690+47.2% |
| Admin fee / account holder | $20,735 | $15,053+37.7% | $13,006+59.4% | $13,400+54.7% |