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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 | $107,421+384.4% | $182,262+185.5% | $94,015+453.5% |
| Participation rate | 34.6% | 77.8%-43.2pp | 84.2%-49.6pp | 70.8%-36.2pp |
| Annual return | 11.71% | 21.32%-9.6pp | 140.60%-128.9pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,567 | $3,448-54.5% | $5,046-68.9% | $2,790-43.8% |
| Participant deferral / active EE | $4,998 | $6,558-23.8% | $8,276-39.6% | $4,249+17.6% |
| Admin fee / account holder | $5,224 | $8,692-39.9% | $16,712-68.7% | $8,951-41.6% |