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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 | $761,085 | $102,609+641.7% | $98,090+675.9% | $138,895+448.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 10.28% | 36.44%-26.2pp | 37.05%-26.8pp | 145.39%-135.1pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $47,955 | $8,167+487.2% | $7,845+511.3% | $6,396+649.7% |
| Admin fee / account holder | $37,105 | $11,434+224.5% | $11,815+214.1% | $12,562+195.4% |