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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 | $486,679 | $148,629+227.4% | $135,982+257.9% | $139,487+248.9% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 9.04% | 79.33%-70.3pp | 68.32%-59.3pp | 373.84%-364.8pp |
| Employer contribution / active EE | $3,024 | $5,247-42.4% | $4,859-37.8% | $4,755-36.4% |
| Participant deferral / active EE | $9,812 | $8,102+21.1% | $7,760+26.4% | $6,713+46.2% |
| Admin fee / account holder | $17,539 | $12,406+41.4% | $10,767+62.9% | $11,407+53.8% |