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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 | $505,104 | $162,136+211.5% | $152,301+231.6% | $154,746+226.4% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 7.02% | 91.02%-84.0pp | 80.50%-73.5pp | 172.34%-165.3pp |
| Employer contribution / active EE | $3,508 | $4,890-28.3% | $4,624-24.1% | $4,379-19.9% |
| Participant deferral / active EE | $7,746 | $8,341-7.1% | $8,004-3.2% | $6,730+15.1% |
| Admin fee / account holder | $148,138 | $15,759+840.0% | $14,398+928.9% | $14,365+931.2% |