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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 | $491,149 | $157,296+212.2% | $141,191+247.9% | $152,897+221.2% |
| Participation rate | 22.2% | 84.8%-62.6pp | 82.5%-60.3pp | 82.5%-60.2pp |
| Annual return | 9.48% | 64.34%-54.9pp | 71.41%-61.9pp | 345.43%-335.9pp |
| Employer contribution / active EE | $1,320 | $5,262-74.9% | $4,736-72.1% | $4,764-72.3% |
| Participant deferral / active EE | $4,538 | $7,111-36.2% | $6,710-32.4% | $5,851-22.4% |
| Admin fee / account holder | $44,461 | $12,125+266.7% | $10,264+333.2% | $11,599+283.3% |