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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 | $1,537,321 | $160,070+860.4% | $147,117+945.0% | $145,897+953.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.59% | 98.69%-89.1pp | 420.54%-410.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $3,524 | $5,285-33.3% | $4,932-28.6% | $4,663-24.4% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,417 | $15,035-90.6% | $12,993-89.1% | $13,390-89.4% |