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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 | $478,737 | $156,398+206.1% | $147,318+225.0% | $138,895+244.7% |
| Participation rate | 52.6% | 83.8%-31.1pp | 82.1%-29.4pp | 79.9%-27.3pp |
| Annual return | 9.47% | 78.75%-69.3pp | 70.43%-61.0pp | 145.39%-135.9pp |
| Employer contribution / active EE | $2,395 | $4,853-50.7% | $4,593-47.9% | $4,194-42.9% |
| Participant deferral / active EE | $6,348 | $8,237-22.9% | $7,906-19.7% | $6,396-0.7% |
| Admin fee / account holder | $107,278 | $14,976+616.3% | $13,708+682.6% | $12,562+754.0% |