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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 | $424,613 | $217,432+95.3% | $185,851+128.5% | $167,553+153.4% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 7.47% | 148.43%-141.0pp | 122.11%-114.6pp | 478.89%-471.4pp |
| Employer contribution / active EE | $2,177 | $5,874-62.9% | $5,168-57.9% | $4,840-55.0% |
| Participant deferral / active EE | $4,532 | $6,357-28.7% | $5,569-18.6% | $6,343-28.5% |
| Admin fee / account holder | $22,095 | $19,820+11.5% | $16,245+36.0% | $12,316+79.4% |