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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 | $1,028,210 | $180,749+468.9% | $160,784+539.5% | $137,256+649.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 9.59% | 2234.46%-2224.9pp | 1803.92%-1794.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $7,687 | $4,155+85.0% | $3,733+105.9% | $4,156+85.0% |
| Participant deferral / active EE | $8,472 | $6,844+23.8% | $6,293+34.6% | $6,407+32.2% |
| Admin fee / account holder | $544,508 | $10,397+5137.3% | $9,717+5503.7% | $12,270+4337.7% |