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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 | $160,028+686.9% | $147,080+756.1% | $145,884+763.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.26% | 98.60%-92.3pp | 420.17%-413.9pp | 551.85%-545.6pp |
| Employer contribution / active EE | $16,000 | $5,286+202.7% | $4,933+224.3% | $4,662+243.2% |
| Participant deferral / active EE | $20,000 | $8,422+137.5% | $8,066+147.9% | $6,690+199.0% |
| Admin fee / account holder | $68,000 | $15,030+352.4% | $12,989+423.5% | $13,392+407.8% |