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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 | $466,032 | $162,136+187.4% | $152,301+206.0% | $154,746+201.2% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 9.75% | 91.02%-81.3pp | 80.50%-70.8pp | 172.34%-162.6pp |
| Employer contribution / active EE | $3,825 | $4,890-21.8% | $4,624-17.3% | $4,379-12.6% |
| Participant deferral / active EE | $8,616 | $8,341+3.3% | $8,004+7.6% | $6,730+28.0% |
| Admin fee / account holder | $192,433 | $15,759+1121.1% | $14,398+1236.5% | $14,365+1239.6% |