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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 | $526,582 | $72,071+630.6% | $68,368+670.2% | $137,256+283.6% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 7.10% | 353.14%-346.0pp | 292.57%-285.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,243 | $2,788-55.4% | $2,649-53.1% | $4,156-70.1% |
| Participant deferral / active EE | $7,073 | $4,410+60.4% | $4,123+71.6% | $6,407+10.4% |
| Admin fee / account holder | $3,991 | $5,336-25.2% | $5,150-22.5% | $12,270-67.5% |