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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 | $928,509 | $111,814+730.4% | $103,378+798.2% | $145,978+536.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 4.06% | 24.80%-20.7pp | 24.91%-20.9pp | 550.52%-546.5pp |
| Employer contribution / active EE | $4,254 | $4,215+0.9% | $3,870+9.9% | $4,662-8.7% |
| Participant deferral / active EE | $15,250 | $5,618+171.5% | $5,058+201.5% | $6,690+128.0% |
| Admin fee / account holder | $14,902 | $9,764+52.6% | $8,401+77.4% | $13,400+11.2% |