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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 | $846,026 | $172,111+391.6% | $150,298+462.9% | $137,256+516.4% |
| Participation rate | 22.2% | 81.7%-59.5pp | 77.8%-55.5pp | 80.0%-57.7pp |
| Annual return | 4.31% | 69.37%-65.1pp | 62.79%-58.5pp | 220.34%-216.0pp |
| Employer contribution / active EE | $4,797 | $4,636+3.5% | $4,154+15.5% | $4,156+15.4% |
| Participant deferral / active EE | $2,180 | $6,166-64.7% | $5,453-60.0% | $6,407-66.0% |
| Admin fee / account holder | $13,252 | $16,471-19.5% | $14,116-6.1% | $12,270+8.0% |