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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 | $315,075 | $183,516+71.7% | $155,534+102.6% | $145,884+116.0% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 7.96% | 61.43%-53.5pp | 64.92%-57.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $3,301 | $5,315-37.9% | $4,675-29.4% | $4,662-29.2% |
| Participant deferral / active EE | $12,876 | $6,467+99.1% | $5,630+128.7% | $6,690+92.5% |
| Admin fee / account holder | $141,355 | $19,293+632.7% | $15,900+789.0% | $13,392+955.5% |