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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 | $375,302 | $160,070+134.5% | $147,117+155.1% | $145,897+157.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 8.60% | 98.69%-90.1pp | 420.54%-411.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $7,467 | $5,285+41.3% | $4,932+51.4% | $4,663+60.2% |
| Participant deferral / active EE | $16,385 | $8,419+94.6% | $8,065+103.2% | $6,689+144.9% |
| Admin fee / account holder | $27,537 | $15,035+83.2% | $12,993+111.9% | $13,390+105.6% |