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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 | $527,574 | $57,590+816.1% | $86,233+511.8% | $82,448+539.9% |
| Participation rate | 10.6% | 57.9%-47.2pp | 69.0%-58.4pp | 68.1%-57.4pp |
| Annual return | 11.97% | 22.41%-10.4pp | 61.39%-49.4pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,281 | $1,655-22.6% | $2,504-48.8% | $2,551-49.8% |
| Participant deferral / active EE | $1,693 | $3,080-45.0% | $4,559-62.9% | $4,139-59.1% |
| Admin fee / account holder | $4,421 | $4,730-6.5% | $8,342-47.0% | $7,234-38.9% |