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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 | $1,137,549 | $154,228+637.6% | $145,433+682.2% | $137,256+728.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 7.45% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $33,162 | $4,804+590.3% | $4,554+628.1% | $4,156+697.9% |
| Participant deferral / active EE | $19,276 | $8,216+134.6% | $7,897+144.1% | $6,407+200.9% |
| Admin fee / account holder | $659,096 | $14,344+4495.1% | $13,129+4920.1% | $12,270+5271.5% |