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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 | $706,463 | $110,410+539.9% | $102,437+589.7% | $145,897+384.2% |
| Participation rate | 41.2% | 77.9%-36.8pp | 74.5%-33.3pp | 80.3%-39.1pp |
| Annual return | 8.16% | 24.85%-16.7pp | 24.95%-16.8pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,702 | $4,217-59.6% | $3,871-56.0% | $4,663-63.5% |
| Participant deferral / active EE | $4,904 | $5,622-12.8% | $5,060-3.1% | $6,689-26.7% |
| Admin fee / account holder | $22,316 | $9,745+129.0% | $8,388+166.0% | $13,390+66.7% |