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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 | $483,912 | $172,111+181.2% | $150,298+222.0% | $137,256+252.6% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 9.75% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,464 | $4,636-68.4% | $4,154-64.8% | $4,156-64.8% |
| Participant deferral / active EE | $10,055 | $6,166+63.1% | $5,453+84.4% | $6,407+56.9% |
| Admin fee / account holder | $2,891 | $16,471-82.4% | $14,116-79.5% | $12,270-76.4% |