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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 | $404,659 | $89,367+352.8% | $141,191+186.6% | $72,975+454.5% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 16.43% | 111.87%-95.4pp | 71.41%-55.0pp | 81.01%-64.6pp |
| Employer contribution / active EE | $1,010 | $3,115-67.6% | $4,736-78.7% | $2,440-58.6% |
| Participant deferral / active EE | $4,501 | $5,419-16.9% | $6,710-32.9% | $3,608+24.8% |
| Admin fee / account holder | $768 | $5,957-87.1% | $10,264-92.5% | $5,124-85.0% |