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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 | $858,848 | $161,352+432.3% | $134,172+540.1% | $137,256+525.7% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 5.91% | 28.72%-22.8pp | 25.30%-19.4pp | 220.34%-214.4pp |
| Employer contribution / active EE | $2,083 | $4,099-49.2% | $3,420-39.1% | $4,156-49.9% |
| Participant deferral / active EE | $7,333 | $5,552+32.1% | $4,690+56.3% | $6,407+14.5% |
| Admin fee / account holder | $40,009 | $15,028+166.2% | $12,016+233.0% | $12,270+226.1% |