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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 | $760,764 | $199,109+282.1% | $173,730+337.9% | $154,746+391.6% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.6%-17.1pp | 80.7%-18.2pp |
| Annual return | 7.86% | 20.02%-12.2pp | 19.96%-12.1pp | 172.34%-164.5pp |
| Employer contribution / active EE | $1,769 | $5,311-66.7% | $4,577-61.3% | $4,379-59.6% |
| Participant deferral / active EE | $3,067 | $7,113-56.9% | $6,326-51.5% | $6,730-54.4% |
| Admin fee / account holder | $43,965 | $20,916+110.2% | $17,523+150.9% | $14,365+206.0% |