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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 | $733,482 | $172,111+326.2% | $150,298+388.0% | $137,256+434.4% |
| Participation rate | 36.8% | 81.7%-44.9pp | 77.8%-40.9pp | 80.0%-43.1pp |
| Annual return | 6.41% | 69.37%-63.0pp | 62.79%-56.4pp | 220.34%-213.9pp |
| Employer contribution / active EE | $1,230 | $4,636-73.5% | $4,154-70.4% | $4,156-70.4% |
| Participant deferral / active EE | $3,431 | $6,166-44.4% | $5,453-37.1% | $6,407-46.4% |
| Admin fee / account holder | $7,162 | $16,471-56.5% | $14,116-49.3% | $12,270-41.6% |