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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 | $446,557 | $72,071+519.6% | $68,368+553.2% | $137,256+225.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 10.08% | 353.14%-343.1pp | 292.57%-282.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,305 | $2,788-17.3% | $2,649-13.0% | $4,156-44.5% |
| Participant deferral / active EE | $7,311 | $4,410+65.8% | $4,123+77.3% | $6,407+14.1% |
| Admin fee / account holder | $4,473 | $5,336-16.2% | $5,150-13.1% | $12,270-63.5% |