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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 | $555,961 | $70,366+690.1% | $66,674+733.9% | $138,895+300.3% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 11.18% | 386.41%-375.2pp | 321.24%-310.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,307 | $2,765-52.7% | $2,620-50.1% | $4,194-68.8% |
| Participant deferral / active EE | $6,364 | $4,374+45.5% | $4,084+55.8% | $6,396-0.5% |
| Admin fee / account holder | $1,949 | $5,262-63.0% | $5,098-61.8% | $12,562-84.5% |