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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 | $396,020 | $88,702+346.5% | $81,780+384.2% | $145,978+171.3% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 9.23% | 1029.12%-1019.9pp | 776.27%-767.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $1,000 | $3,084-67.6% | $2,914-65.7% | $4,662-78.5% |
| Participant deferral / active EE | $10,583 | $4,645+127.8% | $4,321+144.9% | $6,690+58.2% |
| Admin fee / account holder | $6,270 | $8,414-25.5% | $7,384-15.1% | $13,400-53.2% |