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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 | $483,624 | $88,754+444.9% | $81,820+491.1% | $145,877+231.5% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 4.91% | 1031.77%-1026.9pp | 777.93%-773.0pp | 551.28%-546.4pp |
| Employer contribution / active EE | $469 | $3,085-84.8% | $2,915-83.9% | $4,663-89.9% |
| Participant deferral / active EE | $3,752 | $4,648-19.3% | $4,323-13.2% | $6,691-43.9% |
| Admin fee / account holder | $21,753 | $8,424+158.2% | $7,391+194.3% | $13,402+62.3% |