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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 | $2,318,111 | $93,598+2376.7% | $135,974+1604.8% | $75,173+2983.7% |
| Participation rate | 57.1% | 75.2%-18.1pp | 81.9%-24.8pp | 67.2%-10.1pp |
| Annual return | 12.16% | 30.89%-18.7pp | 68.30%-56.1pp | 160.72%-148.6pp |
| Employer contribution / active EE | $12,388 | $3,538+250.2% | $4,859+155.0% | $2,671+363.8% |
| Participant deferral / active EE | $8,062 | $6,405+25.9% | $7,760+3.9% | $4,126+95.4% |
| Admin fee / account holder | $45,072 | $6,978+545.9% | $10,767+318.6% | $5,651+697.7% |