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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 | $2,074,235 | $111,535+1759.7% | $105,223+1871.3% | $137,256+1411.2% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 11.22% | 237.85%-226.6pp | 180.65%-169.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $16,856 | $3,939+327.9% | $3,689+357.0% | $4,156+305.6% |
| Participant deferral / active EE | $3,125 | $5,500-43.2% | $5,072-38.4% | $6,407-51.2% |
| Admin fee / account holder | $10,377 | $9,721+6.7% | $8,859+17.1% | $12,270-15.4% |