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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 | $723,817 | $172,111+320.6% | $150,298+381.6% | $137,256+427.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 7.46% | 69.37%-61.9pp | 62.79%-55.3pp | 220.34%-212.9pp |
| Employer contribution / active EE | $12,500 | $4,636+169.6% | $4,154+200.9% | $4,156+200.8% |
| Participant deferral / active EE | $12,500 | $6,166+102.7% | $5,453+129.2% | $6,407+95.1% |
| Admin fee / account holder | $2,656 | $16,471-83.9% | $14,116-81.2% | $12,270-78.4% |