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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 | $818,165 | $166,268+392.1% | $165,100+395.6% | $145,897+460.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 8.69% | 100.52%-91.8pp | 70.21%-61.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,761 | $5,284-66.7% | $4,348-59.5% | $4,663-62.2% |
| Participant deferral / active EE | $15,250 | $6,964+119.0% | $6,035+152.7% | $6,689+128.0% |
| Admin fee / account holder | $3,879 | $16,659-76.7% | $12,696-69.4% | $13,390-71.0% |