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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 | $1,251,517 | $198,457+530.6% | $170,435+634.3% | $147,586+748.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 6.00% | 257.30%-251.3pp | 205.94%-199.9pp | 578.59%-572.6pp |
| Employer contribution / active EE | $7,352 | $6,183+18.9% | $5,432+35.3% | $4,876+50.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $97,668 | $16,852+479.6% | $13,881+603.6% | $10,886+797.2% |