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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 | $738,088 | $198,457+271.9% | $170,435+333.1% | $147,586+400.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 8.05% | 257.30%-249.3pp | 205.94%-197.9pp | 578.59%-570.5pp |
| Employer contribution / active EE | $1,694 | $6,183-72.6% | $5,432-68.8% | $4,876-65.3% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $7,454 | $16,852-55.8% | $13,881-46.3% | $10,886-31.5% |