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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 | $279,022 | $202,342+37.9% | $172,753+61.5% | $152,909+82.5% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 6.75% | 1029.88%-1023.1pp | 803.00%-796.2pp | 345.46%-338.7pp |
| Employer contribution / active EE | $7,621 | $5,857+30.1% | $5,144+48.2% | $4,764+60.0% |
| Participant deferral / active EE | $5,262 | $5,948-11.5% | $5,198+1.2% | $5,851-10.1% |
| Admin fee / account holder | $32,356 | $17,112+89.1% | $13,956+131.8% | $11,601+178.9% |