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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 | $597,115 | $148,623+301.8% | $135,974+339.1% | $139,466+328.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 10.74% | 79.30%-68.6pp | 68.30%-57.6pp | 373.66%-362.9pp |
| Employer contribution / active EE | $9,297 | $5,246+77.2% | $4,859+91.3% | $4,754+95.6% |
| Participant deferral / active EE | $10,000 | $8,103+23.4% | $7,760+28.9% | $6,712+49.0% |
| Admin fee / account holder | $4,737 | $12,406-61.8% | $10,767-56.0% | $11,409-58.5% |