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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 | $172,111+540.9% | $150,298+634.0% | $137,256+703.7% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 6.44% | 69.37%-62.9pp | 62.79%-56.3pp | 220.34%-213.9pp |
| Employer contribution / active EE | $11,288 | $4,636+143.5% | $4,154+171.7% | $4,156+171.6% |
| Participant deferral / active EE | $17,375 | $6,166+181.8% | $5,453+218.7% | $6,407+171.2% |
| Admin fee / account holder | $5,781 | $16,471-64.9% | $14,116-59.0% | $12,270-52.9% |