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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 | $604,896 | $162,136+273.1% | $152,301+297.2% | $154,746+290.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 8.56% | 91.02%-82.5pp | 80.50%-71.9pp | 172.34%-163.8pp |
| Employer contribution / active EE | $16,527 | $4,890+238.0% | $4,624+257.4% | $4,379+277.4% |
| Participant deferral / active EE | $9,893 | $8,341+18.6% | $8,004+23.6% | $6,730+47.0% |
| Admin fee / account holder | $400,063 | $15,759+2438.6% | $14,398+2678.6% | $14,365+2684.9% |