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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 | $821,620 | $209,425+292.3% | $178,499+360.3% | $158,966+416.9% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 0.54% | 188.80%-188.3pp | 151.10%-150.6pp | 302.95%-302.4pp |
| Employer contribution / active EE | $6,121 | $5,707+7.2% | $5,011+22.1% | $4,762+28.5% |
| Participant deferral / active EE | $5,571 | $5,955-6.4% | $5,202+7.1% | $5,983-6.9% |
| Admin fee / account holder | $8,590 | $17,078-49.7% | $13,986-38.6% | $11,250-23.6% |