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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 | $202,345+37.9% | $172,755+61.5% | $152,885+82.5% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 6.75% | 1029.77%-1023.0pp | 802.94%-796.2pp | 345.39%-338.6pp |
| Employer contribution / active EE | $7,621 | $5,858+30.1% | $5,144+48.1% | $4,763+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 | $17,111+89.1% | $13,955+131.9% | $11,598+179.0% |