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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 | $579,630 | $160,070+262.1% | $147,117+294.0% | $145,897+297.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.76% | 98.69%-90.9pp | 420.54%-412.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,760 | $5,285-66.7% | $4,932-64.3% | $4,663-62.3% |
| Participant deferral / active EE | $7,039 | $8,419-16.4% | $8,065-12.7% | $6,689+5.2% |
| Admin fee / account holder | $3,364 | $15,035-77.6% | $12,993-74.1% | $13,390-74.9% |