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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 | $201,259+197.0% | $184,200+224.5% | $145,959+309.5% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 5.76% | 28.98%-23.2pp | 28.80%-23.0pp | 561.95%-556.2pp |
| Employer contribution / active EE | $11,978 | $7,018+70.7% | $6,424+86.5% | $4,661+157.0% |
| Participant deferral / active EE | $34,060 | $9,806+247.3% | $9,132+273.0% | $6,689+409.2% |
| Admin fee / account holder | $107,239 | $16,372+555.0% | $13,907+671.1% | $13,398+700.4% |