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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 | $392,217 | $175,259+123.8% | $149,723+162.0% | $139,487+181.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 9.82% | 166.82%-157.0pp | 134.50%-124.7pp | 373.84%-364.0pp |
| Employer contribution / active EE | $11,974 | $5,478+118.6% | $4,821+148.4% | $4,755+151.8% |
| Participant deferral / active EE | $12,181 | $6,522+86.8% | $5,682+114.4% | $6,713+81.5% |
| Admin fee / account holder | $13,882 | $16,158-14.1% | $13,215+5.0% | $11,407+21.7% |