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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 | $512,344 | $185,312+176.5% | $161,489+217.3% | $154,746+231.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 8.26% | 103.84%-95.6pp | 89.72%-81.5pp | 172.34%-164.1pp |
| Employer contribution / active EE | $2,340 | $4,769-50.9% | $4,268-45.2% | $4,379-46.6% |
| Participant deferral / active EE | $17,481 | $6,350+175.3% | $5,630+210.5% | $6,730+159.7% |
| Admin fee / account holder | $7,352 | $18,654-60.6% | $16,006-54.1% | $14,365-48.8% |