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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 | $635,770 | $76,551+730.5% | $123,894+413.2% | $62,881+911.1% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 0.60% | 18.68%-18.1pp | 47.52%-46.9pp | 20.14%-19.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,518 | $4,840+76.0% | $5,984+42.3% | $3,203+165.9% |
| Admin fee / account holder | $23,596 | $4,826+389.0% | $8,357+182.3% | $4,296+449.3% |