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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 | $525,662 | $148,623+253.7% | $135,974+286.6% | $139,466+276.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 10.62% | 79.30%-68.7pp | 68.30%-57.7pp | 373.66%-363.0pp |
| Employer contribution / active EE | $1,320 | $5,246-74.8% | $4,859-72.8% | $4,754-72.2% |
| Participant deferral / active EE | $5,279 | $8,103-34.8% | $7,760-32.0% | $6,712-21.3% |
| Admin fee / account holder | $1,428 | $12,406-88.5% | $10,767-86.7% | $11,409-87.5% |