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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 | $1,931,582 | $165,399+1067.8% | $149,745+1189.9% | $158,982+1115.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 7.58% | 348.34%-340.8pp | 276.72%-269.1pp | 302.99%-295.4pp |
| Employer contribution / active EE | $8,083 | $5,105+58.4% | $4,646+74.0% | $4,763+69.7% |
| Participant deferral / active EE | $17,333 | $7,183+141.3% | $6,843+153.3% | $5,983+189.7% |
| Admin fee / account holder | $16,437 | $10,811+52.0% | $9,312+76.5% | $11,252+46.1% |