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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 | $735,687 | $181,896+304.5% | $156,551+369.9% | $273,972+168.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 1.60% | 30.74%-29.1pp | 32.23%-30.6pp | 41.46%-39.9pp |
| Employer contribution / active EE | $7,950 | $6,248+27.2% | $5,501+44.5% | $4,869+63.3% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $8,223 | $15,560-47.2% | $13,028-36.9% | $10,133-18.8% |