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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 | $898,453 | $154,228+482.5% | $145,433+517.8% | $137,256+554.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.66% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,313 | $4,804-72.7% | $4,554-71.2% | $4,156-68.4% |
| Participant deferral / active EE | $3,750 | $8,216-54.4% | $7,897-52.5% | $6,407-41.5% |
| Admin fee / account holder | $6,568 | $14,344-54.2% | $13,129-50.0% | $12,270-46.5% |