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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 | $70,366+648.4% | $66,674+689.8% | $138,895+279.1% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.7%-28.2pp | 79.9%-34.5pp |
| Annual return | 7.10% | 386.41%-379.3pp | 321.24%-314.1pp | 145.39%-138.3pp |
| Employer contribution / active EE | $1,243 | $2,765-55.0% | $2,620-52.6% | $4,194-70.4% |
| Participant deferral / active EE | $7,073 | $4,374+61.7% | $4,084+73.2% | $6,396+10.6% |
| Admin fee / account holder | $3,991 | $5,262-24.2% | $5,098-21.7% | $12,562-68.2% |