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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 | $3,624,116 | $162,136+2135.2% | $152,301+2279.6% | $154,746+2242.0% |
| Participation rate | 20.0% | 84.1%-64.1pp | 82.4%-62.4pp | 80.7%-60.7pp |
| Annual return | 9.31% | 91.02%-81.7pp | 80.50%-71.2pp | 172.34%-163.0pp |
| Employer contribution / active EE | $22,029 | $4,890+350.5% | $4,624+376.4% | $4,379+403.1% |
| Participant deferral / active EE | $22,066 | $8,341+164.6% | $8,004+175.7% | $6,730+227.9% |
| Admin fee / account holder | $575,719 | $15,759+3553.2% | $14,398+3898.7% | $14,365+3907.7% |