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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 | $117,904+476.2% | $102,457+563.0% | $145,978+365.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 7.64% | 31.80%-24.2pp | 29.41%-21.8pp | 550.52%-542.9pp |
| Employer contribution / active EE | $1,419 | $3,613-60.7% | $3,022-53.0% | $4,662-69.6% |
| Participant deferral / active EE | $3,835 | $5,733-33.1% | $5,054-24.1% | $6,690-42.7% |
| Admin fee / account holder | $88,887 | $13,329+566.9% | $9,451+840.5% | $13,400+563.3% |