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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 | $542,470 | $52,353+936.2% | $120,225+351.2% | $82,448+558.0% |
| Participation rate | 7.9% | 58.3%-50.4pp | 69.6%-61.7pp | 68.1%-60.2pp |
| Annual return | 9.91% | 61.85%-51.9pp | 439.23%-429.3pp | 41.64%-31.7pp |
| Employer contribution / active EE | $824 | $1,510-45.4% | $3,475-76.3% | $2,551-67.7% |
| Participant deferral / active EE | $3,292 | $2,627+25.3% | $3,999-17.7% | $4,139-20.5% |
| Admin fee / account holder | $32,242 | $4,363+639.1% | $5,696+466.0% | $7,234+345.7% |