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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 | $1,227,553 | $156,398+684.9% | $147,318+733.3% | $138,895+783.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 8.38% | 78.75%-70.4pp | 70.43%-62.1pp | 145.39%-137.0pp |
| Employer contribution / active EE | $3,000 | $4,853-38.2% | $4,593-34.7% | $4,194-28.5% |
| Participant deferral / active EE | $17,375 | $8,237+110.9% | $7,906+119.8% | $6,396+171.6% |
| Admin fee / account holder | $1,000 | $14,976-93.3% | $13,708-92.7% | $12,562-92.0% |