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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 | $70,366+1079.5% | $66,674+1144.8% | $138,895+497.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 9.02% | 386.41%-377.4pp | 321.24%-312.2pp | 145.39%-136.4pp |
| Employer contribution / active EE | $7,000 | $2,765+153.2% | $2,620+167.2% | $4,194+66.9% |
| Participant deferral / active EE | $12,146 | $4,374+177.7% | $4,084+197.4% | $6,396+89.9% |
| Admin fee / account holder | $43,158 | $5,262+720.1% | $5,098+746.6% | $12,562+243.6% |