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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 | $60,442+772.9% | $96,754+445.3% | $87,485+503.0% |
| Participation rate | 10.6% | 58.7%-48.1pp | 70.3%-59.6pp | 68.9%-58.3pp |
| Annual return | 11.97% | 21.97%-10.0pp | 82.04%-70.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,281 | $1,691-24.2% | $2,679-52.2% | $2,596-50.7% |
| Participant deferral / active EE | $1,693 | $3,280-48.4% | $4,758-64.4% | $4,274-60.4% |
| Admin fee / account holder | $4,421 | $5,069-12.8% | $8,905-50.4% | $7,775-43.1% |