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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 | $613,962 | $135,956+351.6% | $123,894+395.6% | $273,972+124.1% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 1.83% | 56.63%-54.8pp | 47.52%-45.7pp | 41.46%-39.6pp |
| Employer contribution / active EE | $8,776 | $5,170+69.8% | $4,617+90.1% | $4,869+80.3% |
| Participant deferral / active EE | $4,500 | $6,343-29.1% | $5,984-24.8% | $5,287-14.9% |
| Admin fee / account holder | $17,832 | $9,817+81.6% | $8,357+113.4% | $10,133+76.0% |