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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 | $70,121+546.9% | $63,803+610.9% | $138,895+226.6% |
| Participation rate | 60.0% | 77.2%-17.2pp | 72.7%-12.7pp | 79.9%-19.9pp |
| Annual return | 9.98% | 946.48%-936.5pp | 543.72%-533.7pp | 145.39%-135.4pp |
| Employer contribution / active EE | $1,229 | $2,882-57.4% | $2,532-51.5% | $4,194-70.7% |
| Participant deferral / active EE | $6,656 | $4,535+46.8% | $3,843+73.2% | $6,396+4.1% |
| Admin fee / account holder | $8,284 | $6,738+23.0% | $5,196+59.4% | $12,562-34.1% |