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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 | $1,165,227 | $81,331+1332.7% | $155,534+649.2% | $80,935+1339.7% |
| Participation rate | 2.2% | 66.3%-64.1pp | 78.2%-76.0pp | 67.7%-65.5pp |
| Annual return | 4.01% | 33.37%-29.4pp | 64.92%-60.9pp | 35.66%-31.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $24,660 | $7,999+208.3% | $15,900+55.1% | $6,924+256.1% |