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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 | $1,100,790 | $97,125+1033.4% | $86,233+1176.5% | $137,256+702.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 6.23% | 74.19%-68.0pp | 61.39%-55.2pp | 220.34%-214.1pp |
| Employer contribution / active EE | $832 | $2,841-70.7% | $2,504-66.8% | $4,156-80.0% |
| Participant deferral / active EE | $18,000 | $5,180+247.5% | $4,559+294.8% | $6,407+181.0% |
| Admin fee / account holder | $5,111 | $9,725-47.4% | $8,342-38.7% | $12,270-58.3% |