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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 | $493,599 | $88,710+456.4% | $81,783+503.5% | $145,959+238.2% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 6.18% | 1027.26%-1021.1pp | 775.05%-768.9pp | 561.95%-555.8pp |
| Employer contribution / active EE | $1,124 | $3,083-63.5% | $2,913-61.4% | $4,661-75.9% |
| Participant deferral / active EE | $3,181 | $4,645-31.5% | $4,320-26.4% | $6,689-52.4% |
| Admin fee / account holder | $16,419 | $8,407+95.3% | $7,380+122.5% | $13,398+22.5% |