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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 | $504,957 | $88,702+469.3% | $81,780+517.5% | $145,978+245.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.77% | 1029.12%-1020.4pp | 776.27%-767.5pp | 550.52%-541.7pp |
| Employer contribution / active EE | $2,072 | $3,084-32.8% | $2,914-28.9% | $4,662-55.6% |
| Participant deferral / active EE | $13,327 | $4,645+186.9% | $4,321+208.5% | $6,690+99.2% |
| Admin fee / account holder | $3,773 | $8,414-55.2% | $7,384-48.9% | $13,400-71.8% |