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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 | $1,617,556 | $154,228+948.8% | $145,433+1012.2% | $137,256+1078.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 11.89% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,882 | $4,804-40.0% | $4,554-36.7% | $4,156-30.7% |
| Participant deferral / active EE | $7,309 | $8,216-11.0% | $7,897-7.5% | $6,407+14.1% |
| Admin fee / account holder | $50,999 | $14,344+255.6% | $13,129+288.4% | $12,270+315.6% |