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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 | $482,984 | $148,558+225.1% | $135,925+255.3% | $139,427+246.4% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | 11.68% | 79.22%-67.5pp | 68.25%-56.6pp | 373.27%-361.6pp |
| Employer contribution / active EE | $1,413 | $5,244-73.1% | $4,857-70.9% | $4,752-70.3% |
| Participant deferral / active EE | $6,649 | $8,101-17.9% | $7,759-14.3% | $6,711-0.9% |
| Admin fee / account holder | $39,673 | $12,401+219.9% | $10,764+268.6% | $11,404+247.9% |