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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 | $616,833 | $160,040+285.4% | $147,096+319.3% | $145,877+322.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.64% | 98.49%-88.9pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,143 | $5,289-40.6% | $4,936-36.3% | $4,663-32.6% |
| Participant deferral / active EE | $9,081 | $8,429+7.7% | $8,071+12.5% | $6,691+35.7% |
| Admin fee / account holder | $347 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |