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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 | $148,629+225.0% | $135,982+255.2% | $139,487+246.3% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | 11.68% | 79.33%-67.7pp | 68.32%-56.6pp | 373.84%-362.2pp |
| Employer contribution / active EE | $1,413 | $5,247-73.1% | $4,859-70.9% | $4,755-70.3% |
| Participant deferral / active EE | $6,649 | $8,102-17.9% | $7,760-14.3% | $6,713-1.0% |
| Admin fee / account holder | $39,673 | $12,406+219.8% | $10,767+268.5% | $11,407+247.8% |