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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 | $564,492 | $209,428+169.5% | $178,498+216.2% | $158,950+255.1% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 5.95% | 188.78%-182.8pp | 151.09%-145.1pp | 302.91%-297.0pp |
| Employer contribution / active EE | $1,494 | $5,707-73.8% | $5,011-70.2% | $4,762-68.6% |
| Participant deferral / active EE | $6,955 | $5,955+16.8% | $5,202+33.7% | $5,983+16.2% |
| Admin fee / account holder | $51,863 | $17,077+203.7% | $13,985+270.8% | $11,248+361.1% |