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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 | $1,083,722 | $156,398+592.9% | $147,318+635.6% | $138,895+680.2% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 79.9%-79.9pp |
| Annual return | 11.08% | 78.75%-67.7pp | 70.43%-59.4pp | 145.39%-134.3pp |
| Employer contribution / active EE | $31,338 | $4,853+545.7% | $4,593+582.3% | $4,194+647.2% |
| Participant deferral / active EE | $30,500 | $8,237+270.3% | $7,906+285.8% | $6,396+376.8% |
| Admin fee / account holder | $15,513 | $14,976+3.6% | $13,708+13.2% | $12,562+23.5% |