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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 | $563,413 | $110,337+410.6% | $102,383+450.3% | $145,877+286.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.23% | 24.83%-16.6pp | 24.94%-16.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $942 | $4,216-77.7% | $3,870-75.7% | $4,663-79.8% |
| Participant deferral / active EE | $2,120 | $5,621-62.3% | $5,060-58.1% | $6,691-68.3% |
| Admin fee / account holder | $3,786 | $9,750-61.2% | $8,391-54.9% | $13,402-71.8% |