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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 | $526,312 | $111,878+370.4% | $93,727+461.5% | $145,897+260.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 5.37% | 204.28%-198.9pp | 133.83%-128.5pp | 552.29%-546.9pp |
| Employer contribution / active EE | $1,170 | $3,092-62.2% | $2,421-51.7% | $4,663-74.9% |
| Participant deferral / active EE | $1,811 | $4,920-63.2% | $4,417-59.0% | $6,689-72.9% |
| Admin fee / account holder | $18,476 | $10,256+80.1% | $8,292+122.8% | $13,390+38.0% |