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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 | $704,453 | $97,125+625.3% | $86,233+716.9% | $137,256+413.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 5.28% | 74.19%-68.9pp | 61.39%-56.1pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,757 | $2,841-38.2% | $2,504-29.8% | $4,156-57.7% |
| Participant deferral / active EE | $4,333 | $5,180-16.3% | $4,559-5.0% | $6,407-32.4% |
| Admin fee / account holder | $10,255 | $9,725+5.5% | $8,342+22.9% | $12,270-16.4% |