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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 | $185,312+175.9% | $161,489+216.6% | $154,746+230.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 6.50% | 103.84%-97.3pp | 89.72%-83.2pp | 172.34%-165.8pp |
| Employer contribution / active EE | $22,351 | $4,769+368.7% | $4,268+423.7% | $4,379+410.4% |
| Participant deferral / active EE | $20,500 | $6,350+222.9% | $5,630+264.1% | $6,730+204.6% |
| Admin fee / account holder | $19,308 | $18,654+3.5% | $16,006+20.6% | $14,365+34.4% |