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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 | $447,536 | $183,516+143.9% | $155,534+187.7% | $145,884+206.8% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 6.97% | 61.43%-54.5pp | 64.92%-57.9pp | 551.85%-544.9pp |
| Employer contribution / active EE | $1,337 | $5,315-74.8% | $4,675-71.4% | $4,662-71.3% |
| Participant deferral / active EE | $8,562 | $6,467+32.4% | $5,630+52.1% | $6,690+28.0% |
| Admin fee / account holder | $1,536 | $19,293-92.0% | $15,900-90.3% | $13,392-88.5% |