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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 | $787,572 | $198,457+296.8% | $170,435+362.1% | $147,586+433.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 5.43% | 257.30%-251.9pp | 205.94%-200.5pp | 578.59%-573.2pp |
| Employer contribution / active EE | $21,382 | $6,183+245.8% | $5,432+293.6% | $4,876+338.5% |
| Participant deferral / active EE | $19,100 | $5,629+239.3% | $4,939+286.7% | $5,439+251.2% |
| Admin fee / account holder | $1,420,469 | $16,852+8328.9% | $13,881+10133.4% | $10,886+12948.9% |