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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 | $1,248,628 | $88,702+1307.7% | $81,780+1426.8% | $145,978+755.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 7.41% | 1029.12%-1021.7pp | 776.27%-768.9pp | 550.52%-543.1pp |
| Employer contribution / active EE | $496 | $3,084-83.9% | $2,914-83.0% | $4,662-89.4% |
| Participant deferral / active EE | $10,167 | $4,645+118.9% | $4,321+135.3% | $6,690+52.0% |
| Admin fee / account holder | $446,574 | $8,414+5207.2% | $7,384+5948.0% | $13,400+3232.6% |