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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 | $4,106,781 | $183,539+2137.6% | $155,556+2540.1% | $145,897+2714.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.34% | 61.31%-55.0pp | 64.84%-58.5pp | 552.29%-545.9pp |
| Employer contribution / active EE | $23,000 | $5,315+332.7% | $4,675+391.9% | $4,663+393.3% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $187,632 | $19,275+873.5% | $15,885+1081.2% | $13,390+1301.2% |