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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 | $705,455 | $174,379+304.6% | $152,093+363.8% | $138,895+407.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 10.09% | 74.86%-64.8pp | 66.36%-56.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $9,839 | $4,652+111.5% | $4,175+135.7% | $4,194+134.6% |
| Participant deferral / active EE | $6,200 | $6,159+0.7% | $5,451+13.7% | $6,396-3.1% |
| Admin fee / account holder | $2,616 | $16,880-84.5% | $14,497-82.0% | $12,562-79.2% |