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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 | $443,618 | $155,555+185.2% | $146,866+202.1% | $155,188+185.9% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 9.69% | 115.41%-105.7pp | 102.85%-93.2pp | 148.84%-139.1pp |
| Employer contribution / active EE | $1,348 | $4,647-71.0% | $4,425-69.5% | $4,248-68.3% |
| Participant deferral / active EE | $7,830 | $8,044-2.7% | $7,759+0.9% | $6,531+19.9% |
| Admin fee / account holder | $77,089 | $14,755+422.4% | $13,620+466.0% | $14,480+432.4% |