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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 | $476,952 | $175,231+172.2% | $149,696+218.6% | $139,466+242.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 10.01% | 166.77%-156.8pp | 134.46%-124.4pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,720 | $5,478-68.6% | $4,821-64.3% | $4,754-63.8% |
| Participant deferral / active EE | $6,120 | $6,521-6.2% | $5,682+7.7% | $6,712-8.8% |
| Admin fee / account holder | $3,351 | $16,155-79.3% | $13,212-74.6% | $11,409-70.6% |