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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 | $779,605 | $157,296+395.6% | $141,191+452.2% | $152,897+409.9% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.5%-70.0pp |
| Annual return | 6.96% | 64.34%-57.4pp | 71.41%-64.5pp | 345.43%-338.5pp |
| Employer contribution / active EE | $1,523 | $5,262-71.1% | $4,736-67.8% | $4,764-68.0% |
| Participant deferral / active EE | $2,500 | $7,111-64.8% | $6,710-62.7% | $5,851-57.3% |
| Admin fee / account holder | $7,778 | $12,125-35.8% | $10,264-24.2% | $11,599-32.9% |