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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 | $548,049 | $172,111+218.4% | $150,298+264.6% | $137,256+299.3% |
| Participation rate | 65.2% | 81.7%-16.5pp | 77.8%-12.5pp | 80.0%-14.7pp |
| Annual return | 3.74% | 69.37%-65.6pp | 62.79%-59.0pp | 220.34%-216.6pp |
| Employer contribution / active EE | $11,110 | $4,636+139.6% | $4,154+167.4% | $4,156+167.3% |
| Participant deferral / active EE | $11,459 | $6,166+85.8% | $5,453+110.1% | $6,407+78.9% |
| Admin fee / account holder | $10,924 | $16,471-33.7% | $14,116-22.6% | $12,270-11.0% |