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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 | $679,330 | $117,846+476.5% | $102,434+563.2% | $145,884+365.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.64% | 31.90%-24.3pp | 29.46%-21.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,419 | $3,615-60.7% | $3,023-53.1% | $4,662-69.6% |
| Participant deferral / active EE | $3,835 | $5,733-33.1% | $5,055-24.1% | $6,690-42.7% |
| Admin fee / account holder | $88,887 | $13,356+565.5% | $9,462+839.4% | $13,392+563.7% |