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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 | $435,468 | $176,105+147.3% | $159,474+173.1% | $167,536+159.9% |
| Participation rate | 37.5% | 85.0%-47.5pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 9.41% | 331.91%-322.5pp | 263.68%-254.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $1,801 | $5,299-66.0% | $4,831-62.7% | $4,839-62.8% |
| Participant deferral / active EE | $6,416 | $7,751-17.2% | $7,353-12.7% | $6,342+1.2% |
| Admin fee / account holder | $4,772 | $12,559-62.0% | $10,802-55.8% | $12,315-61.2% |