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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 | $1,043,433 | $162,136+543.6% | $152,301+585.1% | $154,746+574.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 11.21% | 91.02%-79.8pp | 80.50%-69.3pp | 172.34%-161.1pp |
| Employer contribution / active EE | $5,595 | $4,890+14.4% | $4,624+21.0% | $4,379+27.8% |
| Participant deferral / active EE | $9,656 | $8,341+15.8% | $8,004+20.6% | $6,730+43.5% |
| Admin fee / account holder | $2,510 | $15,759-84.1% | $14,398-82.6% | $14,365-82.5% |