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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 | $774,492 | $211,239+266.6% | $178,528+333.8% | $145,877+430.9% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 6.46% | 30.22%-23.8pp | 27.11%-20.7pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,612 | $4,570-64.7% | $3,950-59.2% | $4,663-65.4% |
| Participant deferral / active EE | $3,542 | $6,963-49.1% | $6,278-43.6% | $6,691-47.1% |
| Admin fee / account holder | $30,847 | $12,095+155.0% | $10,419+196.1% | $13,402+130.2% |