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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 | $766,106 | $183,516+317.5% | $155,534+392.6% | $145,884+425.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.05% | 61.43%-54.4pp | 64.92%-57.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $3,626 | $5,315-31.8% | $4,675-22.4% | $4,662-22.2% |
| Participant deferral / active EE | $9,085 | $6,467+40.5% | $5,630+61.4% | $6,690+35.8% |
| Admin fee / account holder | $36,482 | $19,293+89.1% | $15,900+129.4% | $13,392+172.4% |