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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 | $456,593 | $154,228+196.1% | $145,433+214.0% | $137,256+232.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 5.48% | 74.59%-69.1pp | 66.58%-61.1pp | 220.34%-214.9pp |
| Employer contribution / active EE | $4,247 | $4,804-11.6% | $4,554-6.7% | $4,156+2.2% |
| Participant deferral / active EE | $15,590 | $8,216+89.7% | $7,897+97.4% | $6,407+143.3% |
| Admin fee / account holder | $219,170 | $14,344+1428.0% | $13,129+1569.4% | $12,270+1686.2% |