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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 | $88,815+455.8% | $81,882+502.8% | $145,897+238.3% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 6.18% | 1033.75%-1027.6pp | 779.47%-773.3pp | 552.29%-546.1pp |
| Employer contribution / active EE | $1,124 | $3,086-63.6% | $2,916-61.4% | $4,663-75.9% |
| Participant deferral / active EE | $3,181 | $4,647-31.5% | $4,323-26.4% | $6,689-52.4% |
| Admin fee / account holder | $16,419 | $8,434+94.7% | $7,360+123.1% | $13,390+22.6% |