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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 | $672,168 | $209,336+221.1% | $197,124+241.0% | $137,256+389.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 5.11% | 48.09%-43.0pp | 44.34%-39.2pp | 220.34%-215.2pp |
| Employer contribution / active EE | $26,780 | $6,591+306.3% | $6,227+330.0% | $4,156+544.4% |
| Participant deferral / active EE | $20,667 | $9,614+115.0% | $9,135+126.2% | $6,407+222.6% |
| Admin fee / account holder | $82,086 | $17,308+374.3% | $16,298+403.7% | $12,270+569.0% |