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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 | $597,674 | $201,344+196.8% | $184,243+224.4% | $145,877+309.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 5.76% | 29.01%-23.2pp | 28.82%-23.1pp | 551.28%-545.5pp |
| Employer contribution / active EE | $11,978 | $7,022+70.6% | $6,427+86.4% | $4,663+156.9% |
| Participant deferral / active EE | $34,060 | $9,807+247.3% | $9,132+273.0% | $6,691+409.1% |
| Admin fee / account holder | $107,239 | $16,382+554.6% | $13,914+670.7% | $13,402+700.2% |