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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 | $593,774 | $129,737+357.7% | $119,126+398.4% | $154,746+283.7% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 9.03% | 379.08%-370.1pp | 282.11%-273.1pp | 172.34%-163.3pp |
| Employer contribution / active EE | $1,134 | $4,375-74.1% | $4,034-71.9% | $4,379-74.1% |
| Participant deferral / active EE | $7,750 | $5,842+32.7% | $5,318+45.7% | $6,730+15.2% |
| Admin fee / account holder | $2,282 | $11,961-80.9% | $10,693-78.7% | $14,365-84.1% |