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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 | $1,271,935 | $123,793+927.5% | $177,848+615.2% | $79,856+1492.8% |
| Participation rate | 61.5% | 84.7%-23.1pp | 87.7%-26.2pp | 69.6%-8.1pp |
| Annual return | 7.67% | 22.82%-15.2pp | 48.33%-40.7pp | 31.71%-24.0pp |
| Employer contribution / active EE | $16,923 | $4,095+313.2% | $5,919+185.9% | $2,471+584.8% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $77,505 | $7,243+970.1% | $12,431+523.5% | $5,306+1360.6% |