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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 | $496,822 | $157,304+215.8% | $141,197+251.9% | $152,909+224.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 13.94% | 64.34%-50.4pp | 71.41%-57.5pp | 345.46%-331.5pp |
| Employer contribution / active EE | $13,667 | $5,263+159.7% | $4,736+188.6% | $4,764+186.9% |
| Participant deferral / active EE | $13,667 | $7,111+92.2% | $6,710+103.7% | $5,851+133.6% |
| Admin fee / account holder | $22,649 | $12,126+86.8% | $10,265+120.6% | $11,601+95.2% |