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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 | $106,524+388.5% | $152,301+241.7% | $87,485+494.8% |
| Participation rate | 34.6% | 75.8%-41.1pp | 82.4%-47.8pp | 68.9%-34.3pp |
| Annual return | 11.71% | 26.89%-15.2pp | 80.50%-68.8pp | 26.06%-14.3pp |
| Employer contribution / active EE | $1,567 | $3,371-53.5% | $4,624-66.1% | $2,596-39.6% |
| Participant deferral / active EE | $4,998 | $6,525-23.4% | $8,004-37.6% | $4,274+17.0% |
| Admin fee / account holder | $5,224 | $8,287-37.0% | $14,398-63.7% | $7,775-32.8% |