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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 | $1,260,020 | $198,457+534.9% | $170,435+639.3% | $147,586+753.8% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 7.88% | 257.30%-249.4pp | 205.94%-198.1pp | 578.59%-570.7pp |
| Employer contribution / active EE | $10,889 | $6,183+76.1% | $5,432+100.4% | $4,876+123.3% |
| Participant deferral / active EE | $5,352 | $5,629-4.9% | $4,939+8.4% | $5,439-1.6% |
| Admin fee / account holder | $11,284 | $16,852-33.0% | $13,881-18.7% | $10,886+3.7% |