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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 | $856,888 | $106,749+702.7% | $145,433+489.2% | $82,448+939.3% |
| Participation rate | 29.4% | 75.6%-46.2pp | 82.1%-52.7pp | 68.1%-38.7pp |
| Annual return | 13.32% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $35,937 | $3,444+943.3% | $4,554+689.0% | $2,551+1308.8% |
| Participant deferral / active EE | $13,438 | $6,519+106.2% | $7,897+70.2% | $4,139+224.6% |
| Admin fee / account holder | $95,277 | $8,390+1035.6% | $13,129+625.7% | $7,234+1217.0% |