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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 | $666,031 | $183,516+262.9% | $155,534+328.2% | $145,884+356.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 8.26% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,652 | $5,315-50.1% | $4,675-43.3% | $4,662-43.1% |
| Participant deferral / active EE | $12,816 | $6,467+98.2% | $5,630+127.6% | $6,690+91.6% |
| Admin fee / account holder | $4,430 | $19,293-77.0% | $15,900-72.1% | $13,392-66.9% |