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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 | $3,091,727 | $86,949+3455.8% | $102,460+2917.5% | $80,959+3718.9% |
| Participation rate | 2.9% | 72.4%-69.5pp | 76.5%-73.7pp | 67.7%-64.8pp |
| Annual return | 10.15% | 18.89%-8.7pp | 29.47%-19.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,902 | $2,370-19.7% | $3,025-37.1% | $2,757-31.0% |
| Participant deferral / active EE | $4,530 | $4,121+9.9% | $5,056-10.4% | $4,300+5.3% |
| Admin fee / account holder | $73,406 | $8,048+812.1% | $9,460+676.0% | $6,925+960.0% |