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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 | $586,557 | $103,392+467.3% | $87,104+573.4% | $152,897+283.6% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.9%-34.0pp | 82.5%-39.6pp |
| Annual return | 2.01% | 28.10%-26.1pp | 28.19%-26.2pp | 345.43%-343.4pp |
| Employer contribution / active EE | $1,353 | $3,221-58.0% | $2,521-46.3% | $4,764-71.6% |
| Participant deferral / active EE | $4,667 | $4,778-2.3% | $4,048+15.3% | $5,851-20.2% |
| Admin fee / account holder | $12,708 | $12,194+4.2% | $7,491+69.6% | $11,599+9.6% |