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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 | $630,326 | $152,619+313.0% | $125,195+403.5% | $152,909+312.2% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 6.27% | 54.85%-48.6pp | 43.79%-37.5pp | 345.46%-339.2pp |
| Employer contribution / active EE | $3,571 | $4,947-27.8% | $3,866-7.6% | $4,764-25.0% |
| Participant deferral / active EE | $8,012 | $5,869+36.5% | $4,937+62.3% | $5,851+36.9% |
| Admin fee / account holder | $151,476 | $13,437+1027.3% | $9,704+1460.9% | $11,601+1205.7% |