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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 | $466,202 | $185,312+151.6% | $161,489+188.7% | $154,746+201.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 4.94% | 103.84%-98.9pp | 89.72%-84.8pp | 172.34%-167.4pp |
| Employer contribution / active EE | $2,185 | $4,769-54.2% | $4,268-48.8% | $4,379-50.1% |
| Participant deferral / active EE | $15,500 | $6,350+144.1% | $5,630+175.3% | $6,730+130.3% |
| Admin fee / account holder | $3,419 | $18,654-81.7% | $16,006-78.6% | $14,365-76.2% |