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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 | $111,787+357.2% | $93,681+445.6% | $145,978+250.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 4.53% | 203.52%-199.0pp | 133.47%-128.9pp | 550.52%-546.0pp |
| Employer contribution / active EE | $977 | $3,093-68.4% | $2,422-59.7% | $4,662-79.0% |
| Participant deferral / active EE | $1,810 | $4,918-63.2% | $4,415-59.0% | $6,690-72.9% |
| Admin fee / account holder | $9,020 | $10,256-12.1% | $8,290+8.8% | $13,400-32.7% |