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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 | $1,404,839 | $67,411+1984.0% | $91,004+1443.7% | $70,126+1903.3% |
| Participation rate | 9.4% | 71.4%-62.0pp | 75.6%-66.2pp | 69.5%-60.2pp |
| Annual return | 8.81% | -40.16%+49.0pp | 4.60%+4.2pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,981 | $4,236+64.8% | $5,417+28.9% | $4,645+50.3% |