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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 | $1,105,439 | $156,398+606.8% | $147,318+650.4% | $138,895+695.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 11.23% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $5,450 | $4,853+12.3% | $4,593+18.7% | $4,194+29.9% |
| Participant deferral / active EE | $11,466 | $8,237+39.2% | $7,906+45.0% | $6,396+79.3% |
| Admin fee / account holder | $34,015 | $14,976+127.1% | $13,708+148.1% | $12,562+170.8% |