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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 | $108,911+302.2% | $100,392+336.3% | $145,884+200.3% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 8.58% | 58.23%-49.6pp | 49.45%-40.9pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,200 | $4,420-72.8% | $3,941-69.6% | $4,662-74.3% |
| Participant deferral / active EE | $7,667 | $8,459-9.4% | $8,090-5.2% | $6,690+14.6% |
| Admin fee / account holder | $2,060 | $9,698-78.8% | $7,904-73.9% | $13,392-84.6% |