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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 | $156,398+326.9% | $147,318+353.2% | $138,895+380.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 9.04% | 78.75%-69.7pp | 70.43%-61.4pp | 145.39%-136.4pp |
| Employer contribution / active EE | $1,736 | $4,853-64.2% | $4,593-62.2% | $4,194-58.6% |
| Participant deferral / active EE | $15,500 | $8,237+88.2% | $7,906+96.0% | $6,396+142.3% |
| Admin fee / account holder | $2,062 | $14,976-86.2% | $13,708-85.0% | $12,562-83.6% |