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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 | $1,226,136 | $209,422+485.5% | $178,503+586.9% | $158,982+671.2% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 6.13% | 188.81%-182.7pp | 151.12%-145.0pp | 302.99%-296.9pp |
| Employer contribution / active EE | $15,019 | $5,707+163.2% | $5,011+199.7% | $4,763+215.3% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,742 | $17,079-66.4% | $13,987-59.0% | $11,252-49.0% |