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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 | $160,070+217.0% | $147,117+244.9% | $145,897+247.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.01% | 98.69%-91.7pp | 420.54%-413.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,850 | $5,285-65.0% | $4,932-62.5% | $4,663-60.3% |
| Participant deferral / active EE | $9,850 | $8,419+17.0% | $8,065+22.1% | $6,689+47.3% |
| Admin fee / account holder | $20,735 | $15,035+37.9% | $12,993+59.6% | $13,390+54.9% |