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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 | $579,410 | $97,289+495.6% | $92,805+524.3% | $155,188+273.4% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 5.15% | 29.03%-23.9pp | 31.59%-26.4pp | 148.84%-143.7pp |
| Employer contribution / active EE | $2,157 | $3,632-40.6% | $3,424-37.0% | $4,248-49.2% |
| Participant deferral / active EE | $7,375 | $8,795-16.1% | $8,448-12.7% | $6,531+12.9% |
| Admin fee / account holder | $13,308 | $12,015+10.8% | $10,911+22.0% | $14,480-8.1% |