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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 | $319,697 | $171,867+86.0% | $149,721+113.5% | $147,586+116.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 8.31% | 2113.36%-2105.1pp | 1501.67%-1493.4pp | 578.59%-570.3pp |
| Employer contribution / active EE | $1,510 | $6,275-75.9% | $5,444-72.3% | $4,876-69.0% |
| Participant deferral / active EE | $9,773 | $7,270+34.4% | $6,568+48.8% | $5,439+79.7% |
| Admin fee / account holder | $78,695 | $13,799+470.3% | $11,282+597.5% | $10,886+622.9% |