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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 | $1,330,066 | $185,312+617.7% | $161,489+723.6% | $154,746+759.5% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 3.03% | 103.84%-100.8pp | 89.72%-86.7pp | 172.34%-169.3pp |
| Employer contribution / active EE | $4,231 | $4,769-11.3% | $4,268-0.9% | $4,379-3.4% |
| Participant deferral / active EE | $5,414 | $6,350-14.7% | $5,630-3.8% | $6,730-19.6% |
| Admin fee / account holder | $9,202 | $18,654-50.7% | $16,006-42.5% | $14,365-35.9% |