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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 | $463,614 | $171,865+169.8% | $149,718+209.7% | $147,585+214.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 6.35% | 2113.29%-2106.9pp | 1501.67%-1495.3pp | 578.56%-572.2pp |
| Employer contribution / active EE | $11,367 | $6,275+81.1% | $5,445+108.8% | $4,876+133.1% |
| Participant deferral / active EE | $14,000 | $7,270+92.6% | $6,569+113.1% | $5,439+157.4% |
| Admin fee / account holder | $10,408 | $13,799-24.6% | $11,283-7.8% | $10,885-4.4% |