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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 | $730,732 | $176,077+315.0% | $159,455+358.3% | $167,518+336.2% |
| Participation rate | 69.2% | 84.9%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 7.36% | 331.83%-324.5pp | 263.63%-256.3pp | 478.71%-471.3pp |
| Employer contribution / active EE | $6,819 | $5,298+28.7% | $4,830+41.2% | $4,838+40.9% |
| Participant deferral / active EE | $13,211 | $7,751+70.4% | $7,353+79.7% | $6,342+108.3% |
| Admin fee / account holder | $121,720 | $12,556+869.4% | $10,800+1027.0% | $12,312+888.6% |