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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 | $637,977 | $226,090+182.2% | $182,531+249.5% | $152,885+317.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 1.91% | 192.57%-190.7pp | 148.57%-146.7pp | 345.39%-343.5pp |
| Employer contribution / active EE | $1,000 | $4,978-79.9% | $4,075-75.5% | $4,763-79.0% |
| Participant deferral / active EE | $1,250 | $6,369-80.4% | $5,525-77.4% | $5,851-78.6% |
| Admin fee / account holder | $813 | $10,705-92.4% | $8,593-90.5% | $11,598-93.0% |