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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% | $155,574+172.8% | $145,877+190.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 5.22% | 61.37%-56.1pp | 64.87%-59.6pp | 551.28%-546.1pp |
| Employer contribution / active EE | $2,030 | $5,317-61.8% | $4,676-56.6% | $4,663-56.5% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,691+14.0% |
| Admin fee / account holder | $14,524 | $19,316-24.8% | $15,914-8.7% | $13,402+8.4% |