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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 | $924,180 | $201,370+358.9% | $184,256+401.6% | $145,897+533.4% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 7.96% | 29.05%-21.1pp | 28.85%-20.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $4,341 | $7,024-38.2% | $6,427-32.5% | $4,663-6.9% |
| Participant deferral / active EE | $21,187 | $9,808+116.0% | $9,133+132.0% | $6,689+216.7% |
| Admin fee / account holder | $1,934 | $16,364-88.2% | $13,899-86.1% | $13,390-85.6% |