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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 | $656,513 | $209,425+213.5% | $178,499+267.8% | $158,966+313.0% |
| Participation rate | 46.7% | 86.4%-39.7pp | 81.9%-35.3pp | 82.0%-35.3pp |
| Annual return | 5.68% | 188.80%-183.1pp | 151.10%-145.4pp | 302.95%-297.3pp |
| Employer contribution / active EE | $1,587 | $5,707-72.2% | $5,011-68.3% | $4,762-66.7% |
| Participant deferral / active EE | $3,592 | $5,955-39.7% | $5,202-31.0% | $5,983-40.0% |
| Admin fee / account holder | $17,764 | $17,078+4.0% | $13,986+27.0% | $11,250+57.9% |