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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 | $453,585 | $68,097+566.1% | $62,929+620.8% | $137,256+230.5% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 9.98% | 1859.11%-1849.1pp | 1063.93%-1053.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,229 | $2,811-56.3% | $2,505-50.9% | $4,156-70.4% |
| Participant deferral / active EE | $6,656 | $4,553+46.2% | $3,888+71.2% | $6,407+3.9% |
| Admin fee / account holder | $8,284 | $6,521+27.0% | $5,065+63.6% | $12,270-32.5% |