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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 | $3,624,116 | $155,555+2229.8% | $146,866+2367.6% | $155,188+2235.3% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.5%-62.5pp | 80.8%-60.8pp |
| Annual return | 9.31% | 115.41%-106.1pp | 102.85%-93.5pp | 148.84%-139.5pp |
| Employer contribution / active EE | $22,029 | $4,647+374.1% | $4,425+397.9% | $4,248+418.6% |
| Participant deferral / active EE | $22,066 | $8,044+174.3% | $7,759+184.4% | $6,531+237.9% |
| Admin fee / account holder | $575,719 | $14,755+3801.8% | $13,620+4127.0% | $14,480+3876.0% |