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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 | $99,875+421.0% | $146,866+254.3% | $86,983+498.3% |
| Participation rate | 34.6% | 75.8%-41.2pp | 82.5%-47.9pp | 69.5%-34.9pp |
| Annual return | 11.71% | 28.10%-16.4pp | 102.85%-91.1pp | 25.83%-14.1pp |
| Employer contribution / active EE | $1,567 | $3,224-51.4% | $4,425-64.6% | $2,584-39.4% |
| Participant deferral / active EE | $4,998 | $6,322-20.9% | $7,759-35.6% | $4,194+19.2% |
| Admin fee / account holder | $5,224 | $7,838-33.4% | $13,620-61.6% | $7,856-33.5% |