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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 | $107,809+485.4% | $97,032+550.4% | $155,188+306.7% |
| Participation rate | 20.0% | 75.5%-55.5pp | 71.6%-51.6pp | 80.8%-60.8pp |
| Annual return | 5.80% | 38.06%-32.3pp | 35.38%-29.6pp | 148.84%-143.0pp |
| Employer contribution / active EE | $691 | $2,911-76.3% | $2,629-73.7% | $4,248-83.7% |
| Participant deferral / active EE | $2,160 | $5,129-57.9% | $4,672-53.8% | $6,531-66.9% |
| Admin fee / account holder | $2,374 | $10,717-77.8% | $9,418-74.8% | $14,480-83.6% |