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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 | $636,635 | $175,257+263.3% | $149,717+325.2% | $139,456+356.5% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 9.97% | 166.70%-156.7pp | 134.41%-124.4pp | 373.45%-363.5pp |
| Employer contribution / active EE | $1,493 | $5,477-72.7% | $4,820-69.0% | $4,753-68.6% |
| Participant deferral / active EE | $3,391 | $6,521-48.0% | $5,682-40.3% | $6,711-49.5% |
| Admin fee / account holder | $76,428 | $16,156+373.1% | $13,213+478.4% | $11,407+570.0% |