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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 | $968,347 | $58,828+1546.1% | $78,002+1141.4% | $62,881+1440.0% |
| Participation rate | 13.3% | 71.1%-57.7pp | 75.5%-62.2pp | 69.3%-56.0pp |
| Annual return | 0.59% | 17.16%-16.6pp | 425.99%-425.4pp | 20.14%-19.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,722 | $4,393+30.2% | $5,481+4.4% | $4,296+33.2% |