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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 | $398,676 | $183,592+117.2% | $155,574+156.3% | $145,877+173.3% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 7.47% | 61.37%-53.9pp | 64.87%-57.4pp | 551.28%-543.8pp |
| Employer contribution / active EE | $2,795 | $5,317-47.4% | $4,676-40.2% | $4,663-40.1% |
| Participant deferral / active EE | $2,445 | $6,466-62.2% | $5,629-56.6% | $6,691-63.5% |
| Admin fee / account holder | $44,422 | $19,316+130.0% | $15,914+179.1% | $13,402+231.5% |