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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 | $573,499 | $98,766+480.7% | $149,730+283.0% | $79,852+618.2% |
| Participation rate | 24.0% | 75.8%-51.8pp | 82.5%-58.5pp | 69.6%-45.6pp |
| Annual return | 10.98% | 27.43%-16.4pp | 276.70%-265.7pp | 31.72%-20.7pp |
| Employer contribution / active EE | $5,825 | $3,217+81.1% | $4,645+25.4% | $2,471+135.7% |
| Participant deferral / active EE | $3,842 | $5,681-32.4% | $6,843-43.9% | $3,740+2.7% |
| Admin fee / account holder | $4,569 | $6,052-24.5% | $9,310-50.9% | $5,306-13.9% |