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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 | $1,043,073 | $212,386+391.1% | $199,883+421.8% | $138,895+651.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 4.31% | 47.75%-43.4pp | 43.81%-39.5pp | 145.39%-141.1pp |
| Employer contribution / active EE | $23,250 | $6,625+251.0% | $6,261+271.3% | $4,194+454.3% |
| Participant deferral / active EE | $15,500 | $9,617+61.2% | $9,138+69.6% | $6,396+142.3% |
| Admin fee / account holder | $620 | $18,233-96.6% | $17,268-96.4% | $12,562-95.1% |