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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 | $616,378 | $85,766+618.7% | $136,298+352.2% | $70,126+779.0% |
| Participation rate | 60.9% | 74.2%-13.3pp | 81.9%-21.1pp | 69.5%-8.7pp |
| Annual return | 11.33% | 31.46%-20.1pp | 5156.27%-5144.9pp | 73.15%-61.8pp |
| Employer contribution / active EE | $11,900 | $2,966+301.2% | $4,696+153.4% | $2,343+408.0% |
| Participant deferral / active EE | $6,571 | $5,051+30.1% | $6,247+5.2% | $3,332+97.2% |
| Admin fee / account holder | $89,661 | $5,421+1554.1% | $9,244+869.9% | $4,645+1830.1% |