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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 | $1,835,349 | $217,432+744.1% | $185,849+887.5% | $167,536+995.5% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 4.56% | 148.42%-143.9pp | 122.10%-117.5pp | 478.82%-474.3pp |
| Employer contribution / active EE | $29,000 | $5,875+393.6% | $5,169+461.1% | $4,839+499.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $18,884 | $19,818-4.7% | $16,244+16.3% | $12,315+53.3% |