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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 | $185,312+161.1% | $161,489+199.7% | $154,746+212.7% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 9.75% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,464 | $4,769-69.3% | $4,268-65.7% | $4,379-66.6% |
| Participant deferral / active EE | $10,055 | $6,350+58.3% | $5,630+78.6% | $6,730+49.4% |
| Admin fee / account holder | $2,891 | $18,654-84.5% | $16,006-81.9% | $14,365-79.9% |