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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 | $596,026 | $103,008+478.6% | $90,304+560.0% | $152,897+289.8% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 4.86% | 95.22%-90.4pp | 78.13%-73.3pp | 345.43%-340.6pp |
| Employer contribution / active EE | $2,966 | $3,139-5.5% | $2,855+3.9% | $4,764-37.7% |
| Participant deferral / active EE | $3,481 | $4,281-18.7% | $3,885-10.4% | $5,851-40.5% |
| Admin fee / account holder | $1,904 | $6,175-69.2% | $5,354-64.4% | $11,599-83.6% |