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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 | $829,973 | $72,071+1051.6% | $68,368+1114.0% | $137,256+504.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 9.02% | 353.14%-344.1pp | 292.57%-283.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $7,000 | $2,788+151.1% | $2,649+164.3% | $4,156+68.4% |
| Participant deferral / active EE | $12,146 | $4,410+175.4% | $4,123+194.6% | $6,407+89.6% |
| Admin fee / account holder | $43,158 | $5,336+708.9% | $5,150+738.1% | $12,270+251.7% |