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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 | $344,993 | $154,228+123.7% | $145,433+137.2% | $137,256+151.4% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 12.21% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $14,458 | $4,804+201.0% | $4,554+217.5% | $4,156+247.9% |
| Participant deferral / active EE | $6,901 | $8,216-16.0% | $7,897-12.6% | $6,407+7.7% |
| Admin fee / account holder | $8,749 | $14,344-39.0% | $13,129-33.4% | $12,270-28.7% |