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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 | $412,675 | $175,259+135.5% | $149,723+175.6% | $139,487+195.9% |
| Participation rate | 57.1% | 83.4%-26.3pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 10.04% | 166.82%-156.8pp | 134.50%-124.5pp | 373.84%-363.8pp |
| Employer contribution / active EE | $2,230 | $5,478-59.3% | $4,821-53.7% | $4,755-53.1% |
| Participant deferral / active EE | $4,887 | $6,522-25.1% | $5,682-14.0% | $6,713-27.2% |
| Admin fee / account holder | $1,019 | $16,158-93.7% | $13,215-92.3% | $11,407-91.1% |