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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 | $840,934 | $211,239+298.1% | $178,528+371.0% | $145,877+476.5% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.50% | 30.22%-23.7pp | 27.11%-20.6pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,250 | $4,570-72.6% | $3,950-68.4% | $4,663-73.2% |
| Participant deferral / active EE | $12,200 | $6,963+75.2% | $6,278+94.3% | $6,691+82.3% |
| Admin fee / account holder | $10,215 | $12,095-15.5% | $10,419-2.0% | $13,402-23.8% |