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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 | $504,957 | $88,754+468.9% | $81,820+517.2% | $145,877+246.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.77% | 1031.77%-1023.0pp | 777.93%-769.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $2,072 | $3,085-32.9% | $2,915-28.9% | $4,663-55.6% |
| Participant deferral / active EE | $13,327 | $4,648+186.8% | $4,323+208.3% | $6,691+99.2% |
| Admin fee / account holder | $3,773 | $8,424-55.2% | $7,391-48.9% | $13,402-71.8% |