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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 | $3,814,365 | $217,432+1654.3% | $185,849+1952.4% | $167,536+2176.7% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 4.94% | 148.42%-143.5pp | 122.10%-117.2pp | 478.82%-473.9pp |
| Employer contribution / active EE | $19,333 | $5,875+229.1% | $5,169+274.1% | $4,839+299.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $158,719 | $19,818+700.9% | $16,244+877.1% | $12,315+1188.9% |