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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 | $422,543 | $106,280+297.6% | $96,538+337.7% | $139,487+202.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 10.59% | 38.48%-27.9pp | 35.74%-25.2pp | 373.84%-363.3pp |
| Employer contribution / active EE | $1,667 | $4,107-59.4% | $3,740-55.4% | $4,755-64.9% |
| Participant deferral / active EE | $10,000 | $5,457+83.3% | $4,880+104.9% | $6,713+49.0% |
| Admin fee / account holder | $1,792 | $7,888-77.3% | $6,737-73.4% | $11,407-84.3% |