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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 | $499,089 | $148,623+235.8% | $135,974+267.0% | $139,466+257.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 5.32% | 79.30%-74.0pp | 68.30%-63.0pp | 373.66%-368.3pp |
| Employer contribution / active EE | $14,500 | $5,246+176.4% | $4,859+198.4% | $4,754+205.0% |
| Participant deferral / active EE | $10,000 | $8,103+23.4% | $7,760+28.9% | $6,712+49.0% |
| Admin fee / account holder | $18,593 | $12,406+49.9% | $10,767+72.7% | $11,409+63.0% |