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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 | $511,094 | $111,878+356.8% | $93,727+445.3% | $145,897+250.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 4.53% | 204.28%-199.7pp | 133.83%-129.3pp | 552.29%-547.8pp |
| Employer contribution / active EE | $977 | $3,092-68.4% | $2,421-59.7% | $4,663-79.0% |
| Participant deferral / active EE | $1,810 | $4,920-63.2% | $4,417-59.0% | $6,689-72.9% |
| Admin fee / account holder | $9,020 | $10,256-12.1% | $8,292+8.8% | $13,390-32.6% |