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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 | $413,984 | $202,342+104.6% | $172,753+139.6% | $152,909+170.7% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 10.91% | 1029.88%-1019.0pp | 803.00%-792.1pp | 345.46%-334.6pp |
| Employer contribution / active EE | $5,016 | $5,857-14.4% | $5,144-2.5% | $4,764+5.3% |
| Participant deferral / active EE | $2,797 | $5,948-53.0% | $5,198-46.2% | $5,851-52.2% |
| Admin fee / account holder | $47,424 | $17,112+177.1% | $13,956+239.8% | $11,601+308.8% |