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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 | $201,259+359.2% | $184,200+401.7% | $145,959+533.2% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 7.96% | 28.98%-21.0pp | 28.80%-20.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $4,341 | $7,018-38.1% | $6,424-32.4% | $4,661-6.9% |
| Participant deferral / active EE | $21,187 | $9,806+116.1% | $9,132+132.0% | $6,689+216.8% |
| Admin fee / account holder | $1,934 | $16,372-88.2% | $13,907-86.1% | $13,398-85.6% |