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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 | $550,073 | $165,381+232.6% | $149,730+267.4% | $158,966+246.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 4.82% | 348.29%-343.5pp | 276.70%-271.9pp | 302.95%-298.1pp |
| Employer contribution / active EE | $2,011 | $5,104-60.6% | $4,645-56.7% | $4,762-57.8% |
| Participant deferral / active EE | $10,504 | $7,182+46.2% | $6,843+53.5% | $5,983+75.6% |
| Admin fee / account holder | $21,803 | $10,809+101.7% | $9,310+134.2% | $11,250+93.8% |