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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 | $530,832 | $160,070+231.6% | $147,117+260.8% | $145,897+263.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.22% | 98.69%-94.5pp | 420.54%-416.3pp | 552.29%-548.1pp |
| Employer contribution / active EE | $13,167 | $5,285+149.2% | $4,932+166.9% | $4,663+182.4% |
| Participant deferral / active EE | $10,167 | $8,419+20.8% | $8,065+26.1% | $6,689+52.0% |
| Admin fee / account holder | $25,388 | $15,035+68.9% | $12,993+95.4% | $13,390+89.6% |