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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 | $99,875+758.0% | $146,866+483.5% | $86,983+885.1% |
| Participation rate | 29.4% | 75.8%-46.4pp | 82.5%-53.1pp | 69.5%-40.1pp |
| Annual return | 13.32% | 28.10%-14.8pp | 102.85%-89.5pp | 25.83%-12.5pp |
| Employer contribution / active EE | $35,937 | $3,224+1014.6% | $4,425+712.2% | $2,584+1290.5% |
| Participant deferral / active EE | $13,438 | $6,322+112.5% | $7,759+73.2% | $4,194+220.4% |
| Admin fee / account holder | $95,277 | $7,838+1115.6% | $13,620+599.5% | $7,856+1112.8% |