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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 | $1,259,188 | $160,040+686.8% | $147,096+756.0% | $145,877+763.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.26% | 98.49%-92.2pp | 419.75%-413.5pp | 551.28%-545.0pp |
| Employer contribution / active EE | $16,000 | $5,289+202.5% | $4,936+224.2% | $4,663+243.1% |
| Participant deferral / active EE | $20,000 | $8,429+137.3% | $8,071+147.8% | $6,691+198.9% |
| Admin fee / account holder | $68,000 | $15,050+351.8% | $13,005+422.9% | $13,402+407.4% |