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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 | $646,633 | $106,280+508.4% | $96,538+569.8% | $139,487+363.6% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | 7.07% | 38.48%-31.4pp | 35.74%-28.7pp | 373.84%-366.8pp |
| Employer contribution / active EE | $20,117 | $4,107+389.8% | $3,740+437.9% | $4,755+323.1% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $20,230 | $7,888+156.5% | $6,737+200.3% | $11,407+77.3% |