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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 | $201,370+196.8% | $184,256+224.4% | $145,897+309.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 5.76% | 29.05%-23.3pp | 28.85%-23.1pp | 552.29%-546.5pp |
| Employer contribution / active EE | $11,978 | $7,024+70.5% | $6,427+86.4% | $4,663+156.9% |
| Participant deferral / active EE | $34,060 | $9,808+247.3% | $9,133+272.9% | $6,689+409.2% |
| Admin fee / account holder | $107,239 | $16,364+555.3% | $13,899+671.5% | $13,390+700.9% |