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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 | $475,601 | $110,337+331.0% | $102,383+364.5% | $145,877+226.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.43% | 24.83%-16.4pp | 24.94%-16.5pp | 551.28%-542.9pp |
| Employer contribution / active EE | $25,213 | $4,216+498.0% | $3,870+551.5% | $4,663+440.7% |
| Participant deferral / active EE | $10,167 | $5,621+80.9% | $5,060+100.9% | $6,691+52.0% |
| Admin fee / account holder | $4,493 | $9,750-53.9% | $8,391-46.5% | $13,402-66.5% |