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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 | $114,712+406.1% | $173,730+234.1% | $87,485+563.6% |
| Participation rate | 20.0% | 73.0%-53.0pp | 79.6%-59.6pp | 68.9%-48.9pp |
| Annual return | 10.45% | 20.18%-9.7pp | 19.96%-9.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,723 | $2,904-40.7% | $4,577-62.4% | $2,596-33.7% |
| Participant deferral / active EE | $2,856 | $4,642-38.5% | $6,326-54.9% | $4,274-33.2% |
| Admin fee / account holder | $38,060 | $10,210+272.8% | $17,523+117.2% | $7,775+389.5% |