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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 | $1,435,819 | $183,516+682.4% | $155,534+823.2% | $145,884+884.2% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 8.50% | 61.43%-52.9pp | 64.92%-56.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $6,500 | $5,315+22.3% | $4,675+39.0% | $4,662+39.4% |
| Participant deferral / active EE | $9,500 | $6,467+46.9% | $5,630+68.7% | $6,690+42.0% |
| Admin fee / account holder | $12,620 | $19,293-34.6% | $15,900-20.6% | $13,392-5.8% |