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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 | $505,104 | $155,555+224.7% | $146,866+243.9% | $155,188+225.5% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.5%-21.0pp | 80.8%-19.3pp |
| Annual return | 7.02% | 115.41%-108.4pp | 102.85%-95.8pp | 148.84%-141.8pp |
| Employer contribution / active EE | $3,508 | $4,647-24.5% | $4,425-20.7% | $4,248-17.4% |
| Participant deferral / active EE | $7,746 | $8,044-3.7% | $7,759-0.2% | $6,531+18.6% |
| Admin fee / account holder | $148,138 | $14,755+904.0% | $13,620+987.7% | $14,480+923.1% |