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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 | $412,534 | $159,978+157.9% | $147,041+180.6% | $145,978+182.6% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 5.88% | 98.36%-92.5pp | 419.21%-413.3pp | 550.52%-544.6pp |
| Employer contribution / active EE | $6,476 | $5,288+22.5% | $4,935+31.2% | $4,662+38.9% |
| Participant deferral / active EE | $8,822 | $8,429+4.7% | $8,071+9.3% | $6,690+31.9% |
| Admin fee / account holder | $8,023 | $15,053-46.7% | $13,006-38.3% | $13,400-40.1% |