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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 | $4,058,062 | $183,592+2110.4% | $155,567+2508.6% | $145,959+2680.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.71% | 61.24%-52.5pp | 64.74%-56.0pp | 561.95%-553.2pp |
| Employer contribution / active EE | $27,700 | $5,315+421.2% | $4,674+492.6% | $4,661+494.3% |
| Participant deferral / active EE | $20,333 | $6,464+214.6% | $5,628+261.3% | $6,689+204.0% |
| Admin fee / account holder | $22,110 | $19,318+14.4% | $15,916+38.9% | $13,398+65.0% |