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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 | $680,749 | $90,489+652.3% | $76,051+795.1% | $145,978+366.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 7.69% | 622.78%-615.1pp | 360.42%-352.7pp | 550.52%-542.8pp |
| Employer contribution / active EE | $5,454 | $3,319+64.3% | $2,690+102.8% | $4,662+17.0% |
| Participant deferral / active EE | $15,000 | $5,164+190.5% | $4,257+252.3% | $6,690+124.2% |
| Admin fee / account holder | $5,386 | $8,374-35.7% | $6,416-16.1% | $13,400-59.8% |