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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 | $635,561 | $81,504+679.8% | $102,437+520.4% | $80,959+685.0% |
| Participation rate | 65.0% | 66.9%-1.9pp | 74.5%-9.5pp | 67.7%-2.7pp |
| Annual return | 0.65% | 25.60%-24.9pp | 24.95%-24.3pp | 35.67%-35.0pp |
| Employer contribution / active EE | $31,780 | $3,104+924.0% | $3,871+721.0% | $2,757+1052.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,330 | $6,719+24.0% | $8,388-0.7% | $6,925+20.3% |