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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 | $478,737 | $155,555+207.8% | $146,866+226.0% | $155,188+208.5% |
| Participation rate | 52.6% | 84.0%-31.3pp | 82.5%-29.9pp | 80.8%-28.2pp |
| Annual return | 9.47% | 115.41%-105.9pp | 102.85%-93.4pp | 148.84%-139.4pp |
| Employer contribution / active EE | $2,395 | $4,647-48.5% | $4,425-45.9% | $4,248-43.6% |
| Participant deferral / active EE | $6,348 | $8,044-21.1% | $7,759-18.2% | $6,531-2.8% |
| Admin fee / account holder | $107,278 | $14,755+627.0% | $13,620+687.6% | $14,480+640.9% |