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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 | $445,426 | $198,457+124.4% | $170,435+161.3% | $147,586+201.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 3.36% | 257.30%-253.9pp | 205.94%-202.6pp | 578.59%-575.2pp |
| Employer contribution / active EE | $12,467 | $6,183+101.6% | $5,432+129.5% | $4,876+155.7% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $642 | $16,852-96.2% | $13,881-95.4% | $10,886-94.1% |