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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 | $411,491 | $51,638+696.9% | $68,368+501.9% | $82,448+399.1% |
| Participation rate | 61.1% | 63.6%-2.5pp | 73.8%-12.6pp | 68.1%-7.0pp |
| Annual return | 10.02% | 37.53%-27.5pp | 292.57%-282.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $10,974 | $2,047+436.3% | $2,649+314.3% | $2,551+330.2% |
| Participant deferral / active EE | $6,649 | $2,914+128.2% | $4,123+61.3% | $4,139+60.6% |
| Admin fee / account holder | $77,001 | $4,643+1558.3% | $5,150+1395.2% | $7,234+964.4% |