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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 | $520,616 | $209,422+148.6% | $178,503+191.7% | $158,982+227.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 5.73% | 188.81%-183.1pp | 151.12%-145.4pp | 302.99%-297.3pp |
| Employer contribution / active EE | $1,695 | $5,707-70.3% | $5,011-66.2% | $4,763-64.4% |
| Participant deferral / active EE | $2,222 | $5,955-62.7% | $5,202-57.3% | $5,983-62.9% |
| Admin fee / account holder | $31,121 | $17,079+82.2% | $13,987+122.5% | $11,252+176.6% |