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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 | $1,105,720 | $154,228+616.9% | $145,433+660.3% | $137,256+705.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 8.92% | 74.59%-65.7pp | 66.58%-57.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $6,511 | $4,804+35.5% | $4,554+43.0% | $4,156+56.7% |
| Participant deferral / active EE | $28,167 | $8,216+242.8% | $7,897+256.7% | $6,407+339.6% |
| Admin fee / account holder | $2,128 | $14,344-85.2% | $13,129-83.8% | $12,270-82.7% |