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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 | $520,393 | $106,749+387.5% | $145,433+257.8% | $82,448+531.2% |
| Participation rate | 34.6% | 75.6%-41.0pp | 82.1%-47.5pp | 68.1%-33.5pp |
| Annual return | 11.71% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,567 | $3,444-54.5% | $4,554-65.6% | $2,551-38.6% |
| Participant deferral / active EE | $4,998 | $6,519-23.3% | $7,897-36.7% | $4,139+20.7% |
| Admin fee / account holder | $5,224 | $8,390-37.7% | $13,129-60.2% | $7,234-27.8% |