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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 | $438,026 | $108,922+302.1% | $100,398+336.3% | $145,978+200.1% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 8.58% | 58.04%-49.5pp | 49.32%-40.7pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,200 | $4,426-72.9% | $3,946-69.6% | $4,662-74.3% |
| Participant deferral / active EE | $7,667 | $8,450-9.3% | $8,084-5.2% | $6,690+14.6% |
| Admin fee / account holder | $2,060 | $9,680-78.7% | $7,893-73.9% | $13,400-84.6% |