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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 | $469,026 | $202,342+131.8% | $172,752+171.5% | $152,897+206.8% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.5%-40.8pp |
| Annual return | 11.42% | 1029.83%-1018.4pp | 802.97%-791.5pp | 345.43%-334.0pp |
| Employer contribution / active EE | $2,013 | $5,858-65.6% | $5,144-60.9% | $4,764-57.7% |
| Participant deferral / active EE | $4,363 | $5,948-26.7% | $5,198-16.1% | $5,851-25.4% |
| Admin fee / account holder | $4,254 | $17,111-75.1% | $13,955-69.5% | $11,599-63.3% |