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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 | $424,342 | $88,710+378.3% | $81,783+418.9% | $145,959+190.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 7.02% | 1027.26%-1020.2pp | 775.05%-768.0pp | 561.95%-554.9pp |
| Employer contribution / active EE | $1,733 | $3,083-43.8% | $2,913-40.5% | $4,661-62.8% |
| Participant deferral / active EE | $3,484 | $4,645-25.0% | $4,320-19.4% | $6,689-47.9% |
| Admin fee / account holder | $1,968 | $8,407-76.6% | $7,380-73.3% | $13,398-85.3% |