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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 | $685,616 | $183,627+273.4% | $155,602+340.6% | $145,978+369.7% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 4.52% | 61.32%-56.8pp | 64.81%-60.3pp | 550.52%-546.0pp |
| Employer contribution / active EE | $2,029 | $5,316-61.8% | $4,675-56.6% | $4,662-56.5% |
| Participant deferral / active EE | $5,462 | $6,466-15.5% | $5,629-3.0% | $6,690-18.4% |
| Admin fee / account holder | $3,247 | $19,327-83.2% | $15,923-79.6% | $13,400-75.8% |