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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 | $580,512 | $108,825+433.4% | $156,181+271.7% | $82,448+604.1% |
| Participation rate | 20.0% | 72.4%-52.4pp | 78.8%-58.8pp | 68.1%-48.1pp |
| Annual return | 10.45% | 20.59%-10.1pp | 64.87%-54.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,723 | $2,870-40.0% | $4,294-59.9% | $2,551-32.5% |
| Participant deferral / active EE | $2,856 | $4,577-37.6% | $6,132-53.4% | $4,139-31.0% |
| Admin fee / account holder | $38,060 | $9,341+307.5% | $14,586+160.9% | $7,234+426.1% |