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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 | $106,524+704.4% | $152,301+462.6% | $87,485+879.5% |
| Participation rate | 29.4% | 75.8%-46.3pp | 82.4%-53.0pp | 68.9%-39.5pp |
| Annual return | 13.32% | 26.89%-13.6pp | 80.50%-67.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $35,937 | $3,371+966.0% | $4,624+677.1% | $2,596+1284.2% |
| Participant deferral / active EE | $13,438 | $6,525+106.0% | $8,004+67.9% | $4,274+214.4% |
| Admin fee / account holder | $95,277 | $8,287+1049.8% | $14,398+561.7% | $7,775+1125.5% |