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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 | $810,018 | $154,228+425.2% | $145,433+457.0% | $137,256+490.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 10.92% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $4,168 | $4,804-13.2% | $4,554-8.5% | $4,156+0.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,339 | $14,344-90.7% | $13,129-89.8% | $12,270-89.1% |