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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 | $424,403 | $183,592+131.2% | $155,567+172.8% | $145,959+190.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.22% | 61.24%-56.0pp | 64.74%-59.5pp | 561.95%-556.7pp |
| Employer contribution / active EE | $2,030 | $5,315-61.8% | $4,674-56.6% | $4,661-56.4% |
| Participant deferral / active EE | $7,625 | $6,464+18.0% | $5,628+35.5% | $6,689+14.0% |
| Admin fee / account holder | $14,524 | $19,318-24.8% | $15,916-8.8% | $13,398+8.4% |