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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 | $548,184 | $154,228+255.4% | $145,433+276.9% | $137,256+299.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 8.07% | 74.59%-66.5pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $934 | $4,804-80.6% | $4,554-79.5% | $4,156-77.5% |
| Participant deferral / active EE | $7,091 | $8,216-13.7% | $7,897-10.2% | $6,407+10.7% |
| Admin fee / account holder | $4,239 | $14,344-70.4% | $13,129-67.7% | $12,270-65.5% |