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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 | $495,480 | $217,432+127.9% | $185,851+166.6% | $167,553+195.7% |
| Participation rate | 37.5% | 86.1%-48.6pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 8.06% | 148.43%-140.4pp | 122.11%-114.1pp | 478.89%-470.8pp |
| Employer contribution / active EE | $2,329 | $5,874-60.4% | $5,168-54.9% | $4,840-51.9% |
| Participant deferral / active EE | $8,104 | $6,357+27.5% | $5,569+45.5% | $6,343+27.8% |
| Admin fee / account holder | $2,431 | $19,820-87.7% | $16,245-85.0% | $12,316-80.3% |