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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 | $181,062+634.6% | $158,223+740.6% | $155,188+757.1% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 3.03% | 57.39%-54.4pp | 52.09%-49.1pp | 148.84%-145.8pp |
| Employer contribution / active EE | $4,231 | $4,565-7.3% | $4,109+3.0% | $4,248-0.4% |
| Participant deferral / active EE | $5,414 | $6,134-11.7% | $5,467-1.0% | $6,531-17.1% |
| Admin fee / account holder | $9,202 | $18,825-51.1% | $16,047-42.7% | $14,480-36.5% |