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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 | $508,656 | $106,267+378.7% | $96,520+427.0% | $139,456+264.7% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.3%-27.7pp | 80.3%-33.7pp |
| Annual return | 8.75% | 38.45%-29.7pp | 35.72%-27.0pp | 373.45%-364.7pp |
| Employer contribution / active EE | $4,744 | $4,105+15.6% | $3,739+26.9% | $4,753-0.2% |
| Participant deferral / active EE | $8,578 | $5,454+57.3% | $4,879+75.8% | $6,711+27.8% |
| Admin fee / account holder | $3,305 | $7,882-58.1% | $6,733-50.9% | $11,407-71.0% |