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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 | $211,105+266.9% | $178,449+334.0% | $145,978+430.6% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 6.46% | 30.19%-23.7pp | 27.09%-20.6pp | 550.52%-544.1pp |
| Employer contribution / active EE | $1,612 | $4,569-64.7% | $3,951-59.2% | $4,662-65.4% |
| Participant deferral / active EE | $3,542 | $6,959-49.1% | $6,277-43.6% | $6,690-47.1% |
| Admin fee / account holder | $30,847 | $12,017+156.7% | $10,362+197.7% | $13,400+130.2% |