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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 | $422,542 | $99,053+326.6% | $88,179+379.2% | $138,895+204.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 9.77% | 78.17%-68.4pp | 64.97%-55.2pp | 145.39%-135.6pp |
| Employer contribution / active EE | $3,687 | $2,882+27.9% | $2,549+44.6% | $4,194-12.1% |
| Participant deferral / active EE | $9,258 | $5,225+77.2% | $4,614+100.7% | $6,396+44.7% |
| Admin fee / account holder | $10,455 | $8,748+19.5% | $7,673+36.3% | $12,562-16.8% |