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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 | $664,150 | $209,425+217.1% | $178,499+272.1% | $158,966+317.8% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 4.74% | 188.80%-184.1pp | 151.10%-146.4pp | 302.95%-298.2pp |
| Employer contribution / active EE | $2,540 | $5,707-55.5% | $5,011-49.3% | $4,762-46.7% |
| Participant deferral / active EE | $6,500 | $5,955+9.2% | $5,202+24.9% | $5,983+8.6% |
| Admin fee / account holder | $1,346 | $17,078-92.1% | $13,986-90.4% | $11,250-88.0% |