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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 | $102,609+464.7% | $98,090+490.7% | $138,895+317.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 5.15% | 36.44%-31.3pp | 37.05%-31.9pp | 145.39%-140.2pp |
| Employer contribution / active EE | $2,157 | $3,867-44.2% | $3,606-40.2% | $4,194-48.6% |
| Participant deferral / active EE | $7,375 | $8,167-9.7% | $7,845-6.0% | $6,396+15.3% |
| Admin fee / account holder | $13,308 | $11,434+16.4% | $11,815+12.6% | $12,562+5.9% |