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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 | $174,379+385.2% | $152,093+456.3% | $138,895+509.1% |
| Participation rate | 22.2% | 81.6%-59.4pp | 77.8%-55.5pp | 79.9%-57.7pp |
| Annual return | 4.31% | 74.86%-70.6pp | 66.36%-62.1pp | 145.39%-141.1pp |
| Employer contribution / active EE | $4,797 | $4,652+3.1% | $4,175+14.9% | $4,194+14.4% |
| Participant deferral / active EE | $2,180 | $6,159-64.6% | $5,451-60.0% | $6,396-65.9% |
| Admin fee / account holder | $13,252 | $16,880-21.5% | $14,497-8.6% | $12,562+5.5% |