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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 | $1,103,142 | $181,062+509.3% | $158,223+597.2% | $155,188+610.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 6.44% | 57.39%-50.9pp | 52.09%-45.6pp | 148.84%-142.4pp |
| Employer contribution / active EE | $11,288 | $4,565+147.3% | $4,109+174.7% | $4,248+165.7% |
| Participant deferral / active EE | $17,375 | $6,134+183.2% | $5,467+217.8% | $6,531+166.0% |
| Admin fee / account holder | $5,781 | $18,825-69.3% | $16,047-64.0% | $14,480-60.1% |