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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 | $696,203 | $183,592+279.2% | $155,574+347.5% | $145,877+377.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 7.98% | 61.37%-53.4pp | 64.87%-56.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $2,396 | $5,317-54.9% | $4,676-48.7% | $4,663-48.6% |
| Participant deferral / active EE | $3,467 | $6,466-46.4% | $5,629-38.4% | $6,691-48.2% |
| Admin fee / account holder | $2,321 | $19,316-88.0% | $15,914-85.4% | $13,402-82.7% |