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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 | $667,668 | $155,555+329.2% | $146,866+354.6% | $155,188+330.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 9.04% | 115.41%-106.4pp | 102.85%-93.8pp | 148.84%-139.8pp |
| Employer contribution / active EE | $1,736 | $4,647-62.7% | $4,425-60.8% | $4,248-59.1% |
| Participant deferral / active EE | $15,500 | $8,044+92.7% | $7,759+99.8% | $6,531+137.3% |
| Admin fee / account holder | $2,062 | $14,755-86.0% | $13,620-84.9% | $14,480-85.8% |