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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 | $973,588 | $154,228+531.3% | $145,433+569.4% | $137,256+609.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 10.36% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $6,057 | $4,804+26.1% | $4,554+33.0% | $4,156+45.7% |
| Participant deferral / active EE | $12,636 | $8,216+53.8% | $7,897+60.0% | $6,407+97.2% |
| Admin fee / account holder | $4,121 | $14,344-71.3% | $13,129-68.6% | $12,270-66.4% |