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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 | $1,077,625 | $102,245+954.0% | $89,340+1106.2% | $137,256+685.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 6.62% | 21.89%-15.3pp | 20.57%-14.0pp | 220.34%-213.7pp |
| Employer contribution / active EE | $12,500 | $2,529+394.2% | $2,231+460.2% | $4,156+200.8% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,139 | $8,085-11.7% | $6,704+6.5% | $12,270-41.8% |