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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 | $617,414 | $72,071+756.7% | $68,368+803.1% | $137,256+349.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 10.52% | 353.14%-342.6pp | 292.57%-282.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,056 | $2,788-62.1% | $2,649-60.1% | $4,156-74.6% |
| Participant deferral / active EE | $10,333 | $4,410+134.3% | $4,123+150.6% | $6,407+61.3% |
| Admin fee / account holder | $581,420 | $5,336+10797.1% | $5,150+11190.1% | $12,270+4638.5% |