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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 | $111,814+403.9% | $103,374+445.0% | $145,959+286.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.23% | 24.77%-16.5pp | 24.89%-16.7pp | 561.95%-553.7pp |
| Employer contribution / active EE | $942 | $4,214-77.6% | $3,869-75.7% | $4,661-79.8% |
| Participant deferral / active EE | $2,120 | $5,618-62.3% | $5,058-58.1% | $6,689-68.3% |
| Admin fee / account holder | $3,786 | $9,754-61.2% | $8,394-54.9% | $13,398-71.7% |