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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 | $162,136+383.5% | $152,301+414.7% | $154,746+406.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 6.63% | 91.02%-84.4pp | 80.50%-73.9pp | 172.34%-165.7pp |
| Employer contribution / active EE | $4,818 | $4,890-1.5% | $4,624+4.2% | $4,379+10.0% |
| Participant deferral / active EE | $6,563 | $8,341-21.3% | $8,004-18.0% | $6,730-2.5% |
| Admin fee / account holder | $108,692 | $15,759+589.7% | $14,398+654.9% | $14,365+656.6% |