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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 | $760,764 | $178,174+327.0% | $156,181+387.1% | $137,256+454.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 7.86% | 84.19%-76.3pp | 64.87%-57.0pp | 220.34%-212.5pp |
| Employer contribution / active EE | $1,769 | $4,972-64.4% | $4,294-58.8% | $4,156-57.4% |
| Participant deferral / active EE | $3,067 | $6,888-55.5% | $6,132-50.0% | $6,407-52.1% |
| Admin fee / account holder | $43,965 | $17,404+152.6% | $14,586+201.4% | $12,270+258.3% |