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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 | $625,102 | $150,447+315.5% | $136,298+358.6% | $147,586+323.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 7.83% | 1049.15%-1041.3pp | 5156.27%-5148.4pp | 578.59%-570.8pp |
| Employer contribution / active EE | $3,835 | $5,256-27.0% | $4,696-18.3% | $4,876-21.4% |
| Participant deferral / active EE | $7,313 | $6,631+10.3% | $6,247+17.1% | $5,439+34.5% |
| Admin fee / account holder | $1,057 | $10,906-90.3% | $9,244-88.6% | $10,886-90.3% |