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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 | $528,263 | $165,399+219.4% | $149,745+252.8% | $158,982+232.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 5.05% | 348.34%-343.3pp | 276.72%-271.7pp | 302.99%-297.9pp |
| Employer contribution / active EE | $16,167 | $5,105+216.7% | $4,646+248.0% | $4,763+239.4% |
| Participant deferral / active EE | $16,167 | $7,183+125.1% | $6,843+136.2% | $5,983+170.2% |
| Admin fee / account holder | $19,292 | $10,811+78.4% | $9,312+107.2% | $11,252+71.5% |