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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 | $792,734 | $217,432+264.6% | $185,849+326.5% | $167,536+373.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 1.37% | 148.42%-147.0pp | 122.10%-120.7pp | 478.82%-477.4pp |
| Employer contribution / active EE | $3,850 | $5,875-34.5% | $5,169-25.5% | $4,839-20.4% |
| Participant deferral / active EE | $17,000 | $6,357+167.4% | $5,569+205.3% | $6,342+168.0% |
| Admin fee / account holder | $6,546 | $19,818-67.0% | $16,244-59.7% | $12,315-46.8% |