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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 | $552,412 | $202,345+173.0% | $172,755+219.8% | $152,885+261.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 4.20% | 1029.77%-1025.6pp | 802.94%-798.7pp | 345.39%-341.2pp |
| Employer contribution / active EE | $15,688 | $5,858+167.8% | $5,144+205.0% | $4,763+229.4% |
| Participant deferral / active EE | $10,120 | $5,948+70.1% | $5,198+94.7% | $5,851+73.0% |
| Admin fee / account holder | $1,900 | $17,111-88.9% | $13,955-86.4% | $11,598-83.6% |