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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 | $460,719 | $110,337+317.6% | $102,383+350.0% | $145,877+215.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.43% | 24.83%-17.4pp | 24.94%-17.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,373 | $4,216-67.4% | $3,870-64.5% | $4,663-70.6% |
| Participant deferral / active EE | $8,667 | $5,621+54.2% | $5,060+71.3% | $6,691+29.5% |
| Admin fee / account holder | $13,333 | $9,750+36.8% | $8,391+58.9% | $13,402-0.5% |