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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 | $468,236 | $154,228+203.6% | $145,433+222.0% | $137,256+241.1% |
| Participation rate | 54.2% | 83.8%-29.6pp | 82.1%-28.0pp | 80.0%-25.8pp |
| Annual return | 12.09% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,082 | $4,804-77.5% | $4,554-76.2% | $4,156-74.0% |
| Participant deferral / active EE | $2,910 | $8,216-64.6% | $7,897-63.2% | $6,407-54.6% |
| Admin fee / account holder | $35,280 | $14,344+146.0% | $13,129+168.7% | $12,270+187.5% |