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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 | $783,851 | $154,228+408.2% | $145,433+439.0% | $137,256+471.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 6.63% | 74.59%-68.0pp | 66.58%-59.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $4,818 | $4,804+0.3% | $4,554+5.8% | $4,156+15.9% |
| Participant deferral / active EE | $6,563 | $8,216-20.1% | $7,897-16.9% | $6,407+2.4% |
| Admin fee / account holder | $108,692 | $14,344+657.8% | $13,129+727.9% | $12,270+785.8% |