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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 | $927,144 | $70,366+1217.6% | $66,674+1290.6% | $138,895+567.5% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 11.67% | 386.41%-374.7pp | 321.24%-309.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $2,500 | $2,765-9.6% | $2,620-4.6% | $4,194-40.4% |
| Participant deferral / active EE | $4,297 | $4,374-1.8% | $4,084+5.2% | $6,396-32.8% |
| Admin fee / account holder | $11,680 | $5,262+121.9% | $5,098+129.1% | $12,562-7.0% |