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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 | $1,180,348 | $160,070+637.4% | $147,117+702.3% | $145,897+709.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.00% | 98.69%-89.7pp | 420.54%-411.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $6,073 | $5,285+14.9% | $4,932+23.1% | $4,663+30.3% |
| Participant deferral / active EE | $10,216 | $8,419+21.3% | $8,065+26.7% | $6,689+52.7% |
| Admin fee / account holder | $3,472 | $15,035-76.9% | $12,993-73.3% | $13,390-74.1% |