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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 | $3,068,315 | $197,625+1452.6% | $177,840+1625.3% | $158,966+1830.2% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 3.96% | 58.76%-54.8pp | 48.32%-44.4pp | 302.95%-299.0pp |
| Employer contribution / active EE | $21,579 | $6,698+222.2% | $5,919+264.6% | $4,762+353.1% |
| Participant deferral / active EE | $9,206 | $8,405+9.5% | $7,714+19.3% | $5,983+53.9% |
| Admin fee / account holder | $1,539 | $15,405-90.0% | $12,431-87.6% | $11,250-86.3% |