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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 | $1,277,334 | $182,442+600.1% | $163,379+681.8% | $138,895+819.6% |
| Participation rate | 7.1% | 79.8%-72.6pp | 76.8%-69.7pp | 79.9%-72.8pp |
| Annual return | 9.68% | 72.74%-63.1pp | 63.41%-53.7pp | 145.39%-135.7pp |
| Employer contribution / active EE | $3,481 | $4,159-16.3% | $3,752-7.2% | $4,194-17.0% |
| Participant deferral / active EE | $6,741 | $6,817-1.1% | $6,282+7.3% | $6,396+5.4% |
| Admin fee / account holder | $153,687 | $10,396+1378.4% | $9,818+1465.4% | $12,562+1123.4% |