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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 | $631,091 | $108,882+479.6% | $96,754+552.3% | $154,746+307.8% |
| Participation rate | 20.0% | 75.1%-55.1pp | 70.3%-50.3pp | 80.7%-60.7pp |
| Annual return | 5.80% | 98.39%-92.6pp | 82.04%-76.2pp | 172.34%-166.5pp |
| Employer contribution / active EE | $691 | $3,018-77.1% | $2,679-74.2% | $4,379-84.2% |
| Participant deferral / active EE | $2,160 | $5,323-59.4% | $4,758-54.6% | $6,730-67.9% |
| Admin fee / account holder | $2,374 | $10,200-76.7% | $8,905-73.3% | $14,365-83.5% |