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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 | $511,246 | $172,111+197.0% | $150,298+240.2% | $137,256+272.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 6.50% | 69.37%-62.9pp | 62.79%-56.3pp | 220.34%-213.8pp |
| Employer contribution / active EE | $22,351 | $4,636+382.1% | $4,154+438.1% | $4,156+437.8% |
| Participant deferral / active EE | $20,500 | $6,166+232.5% | $5,453+276.0% | $6,407+220.0% |
| Admin fee / account holder | $19,308 | $16,471+17.2% | $14,116+36.8% | $12,270+57.4% |