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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 | $478,890 | $162,136+195.4% | $152,301+214.4% | $154,746+209.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 4.25% | 91.02%-86.8pp | 80.50%-76.2pp | 172.34%-168.1pp |
| Employer contribution / active EE | $1,252 | $4,890-74.4% | $4,624-72.9% | $4,379-71.4% |
| Participant deferral / active EE | $5,372 | $8,341-35.6% | $8,004-32.9% | $6,730-20.2% |
| Admin fee / account holder | $10,422 | $15,759-33.9% | $14,398-27.6% | $14,365-27.4% |