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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 | $569,954 | $156,398+264.4% | $147,318+286.9% | $138,895+310.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 11.76% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,204 | $4,853-54.6% | $4,593-52.0% | $4,194-47.4% |
| Participant deferral / active EE | $5,693 | $8,237-30.9% | $7,906-28.0% | $6,396-11.0% |
| Admin fee / account holder | $516,910 | $14,976+3351.7% | $13,708+3671.0% | $12,562+4014.8% |