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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 | $422,004 | $201,372+109.6% | $184,260+129.0% | $145,884+189.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.25% | 29.04%-22.8pp | 28.84%-22.6pp | 551.85%-545.6pp |
| Employer contribution / active EE | $3,983 | $7,024-43.3% | $6,427-38.0% | $4,662-14.6% |
| Participant deferral / active EE | $6,169 | $9,808-37.1% | $9,133-32.5% | $6,690-7.8% |
| Admin fee / account holder | $819 | $16,362-95.0% | $13,898-94.1% | $13,392-93.9% |