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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 | $657,704 | $88,778+640.8% | $81,844+703.6% | $145,884+350.8% |
| Participation rate | 56.3% | 75.1%-18.8pp | 72.4%-16.1pp | 80.3%-24.1pp |
| Annual return | 9.49% | 1033.03%-1023.5pp | 778.87%-769.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,617 | $3,087-47.6% | $2,916-44.6% | $4,662-65.3% |
| Participant deferral / active EE | $8,185 | $4,648+76.1% | $4,323+89.3% | $6,690+22.4% |
| Admin fee / account holder | $24,052 | $8,430+185.3% | $7,355+227.0% | $13,392+79.6% |