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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 | $517,675 | $100,073+417.3% | $85,126+508.1% | $145,877+254.9% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 5.73% | 84.11%-78.4pp | 66.63%-60.9pp | 551.28%-545.5pp |
| Employer contribution / active EE | $2,423 | $3,236-25.1% | $2,731-11.3% | $4,663-48.0% |
| Participant deferral / active EE | $4,333 | $5,294-18.2% | $4,523-4.2% | $6,691-35.2% |
| Admin fee / account holder | $1,725 | $7,261-76.2% | $6,160-72.0% | $13,402-87.1% |