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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 | $88,815+377.8% | $81,882+418.2% | $145,897+190.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 7.02% | 1033.75%-1026.7pp | 779.47%-772.4pp | 552.29%-545.3pp |
| Employer contribution / active EE | $1,733 | $3,086-43.8% | $2,916-40.6% | $4,663-62.8% |
| Participant deferral / active EE | $3,484 | $4,647-25.0% | $4,323-19.4% | $6,689-47.9% |
| Admin fee / account holder | $1,968 | $8,434-76.7% | $7,360-73.3% | $13,390-85.3% |