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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 | $649,886 | $201,370+222.7% | $184,256+252.7% | $145,897+345.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 6.76% | 29.05%-22.3pp | 28.85%-22.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $26,188 | $7,024+272.9% | $6,427+307.5% | $4,663+461.7% |
| Participant deferral / active EE | $18,667 | $9,808+90.3% | $9,133+104.4% | $6,689+179.1% |
| Admin fee / account holder | $607,210 | $16,364+3610.6% | $13,899+4268.6% | $13,390+4434.7% |