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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 | $548,233 | $110,379+396.7% | $102,412+435.3% | $145,884+275.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.50% | 24.84%-16.3pp | 24.94%-16.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $4,594 | $4,216+9.0% | $3,870+18.7% | $4,662-1.5% |
| Participant deferral / active EE | $15,250 | $5,622+171.3% | $5,060+201.4% | $6,690+128.0% |
| Admin fee / account holder | $4,273 | $9,745-56.2% | $8,388-49.1% | $13,392-68.1% |