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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 | $1,053,021 | $148,629+608.5% | $135,982+674.4% | $139,487+654.9% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 6.21% | 79.33%-73.1pp | 68.32%-62.1pp | 373.84%-367.6pp |
| Employer contribution / active EE | $7,733 | $5,247+47.4% | $4,859+59.1% | $4,755+62.6% |
| Participant deferral / active EE | $12,544 | $8,102+54.8% | $7,760+61.6% | $6,713+86.9% |
| Admin fee / account holder | $3,039 | $12,406-75.5% | $10,767-71.8% | $11,407-73.4% |