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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 | $988,776 | $160,040+517.8% | $147,096+572.2% | $145,877+577.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.48% | 98.49%-89.0pp | 419.75%-410.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,610 | $5,289-50.7% | $4,936-47.1% | $4,663-44.0% |
| Participant deferral / active EE | $21,767 | $8,429+158.2% | $8,071+169.7% | $6,691+225.3% |
| Admin fee / account holder | $20,293 | $15,050+34.8% | $13,005+56.0% | $13,402+51.4% |