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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 | $503,990 | $109,863+358.7% | $98,477+411.8% | $167,518+200.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 4.90% | 1958.09%-1953.2pp | 1493.59%-1488.7pp | 478.71%-473.8pp |
| Employer contribution / active EE | $1,640 | $3,225-49.2% | $2,961-44.6% | $4,838-66.1% |
| Participant deferral / active EE | $2,050 | $4,673-56.1% | $4,276-52.1% | $6,342-67.7% |
| Admin fee / account holder | $5,551 | $6,755-17.8% | $5,951-6.7% | $12,312-54.9% |