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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 | $550,667 | $157,296+250.1% | $141,191+290.0% | $152,897+260.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 4.97% | 64.34%-59.4pp | 71.41%-66.4pp | 345.43%-340.5pp |
| Employer contribution / active EE | $1,967 | $5,262-62.6% | $4,736-58.5% | $4,764-58.7% |
| Participant deferral / active EE | $3,437 | $7,111-51.7% | $6,710-48.8% | $5,851-41.3% |
| Admin fee / account holder | $2,606 | $12,125-78.5% | $10,264-74.6% | $11,599-77.5% |