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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 | $504,530 | $159,978+215.4% | $147,041+243.1% | $145,978+245.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.50% | 98.36%-90.9pp | 419.21%-411.7pp | 550.52%-543.0pp |
| Employer contribution / active EE | $2,963 | $5,288-44.0% | $4,935-40.0% | $4,662-36.4% |
| Participant deferral / active EE | $10,517 | $8,429+24.8% | $8,071+30.3% | $6,690+57.2% |
| Admin fee / account holder | $18,464 | $15,053+22.7% | $13,006+42.0% | $13,400+37.8% |