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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 | $1,385,218 | $105,158+1217.3% | $94,672+1363.2% | $139,487+893.1% |
| Participation rate | 64.3% | 82.4%-18.1pp | 80.8%-16.5pp | 80.3%-16.1pp |
| Annual return | 12.13% | 38.11%-26.0pp | 156.89%-144.8pp | 373.84%-361.7pp |
| Employer contribution / active EE | $29,607 | $4,107+620.8% | $3,673+706.0% | $4,755+522.7% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $986,228 | $8,972+10892.7% | $7,222+13556.5% | $11,407+8545.6% |