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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 | $1,317,977 | $160,070+723.4% | $147,117+795.9% | $145,897+803.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 1.82% | 98.69%-96.9pp | 420.54%-418.7pp | 552.29%-550.5pp |
| Employer contribution / active EE | $16,896 | $5,285+219.7% | $4,932+242.5% | $4,663+262.4% |
| Participant deferral / active EE | $10,383 | $8,419+23.3% | $8,065+28.7% | $6,689+55.2% |
| Admin fee / account holder | $10,415 | $15,035-30.7% | $12,993-19.8% | $13,390-22.2% |