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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 | $1,050,355 | $175,259+499.3% | $149,723+601.5% | $139,487+653.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 6.87% | 166.82%-160.0pp | 134.50%-127.6pp | 373.84%-367.0pp |
| Employer contribution / active EE | $2,723 | $5,478-50.3% | $4,821-43.5% | $4,755-42.7% |
| Participant deferral / active EE | $5,750 | $6,522-11.8% | $5,682+1.2% | $6,713-14.3% |
| Admin fee / account holder | $36,330 | $16,158+124.8% | $13,215+174.9% | $11,407+218.5% |