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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 | $86,938+3456.2% | $102,423+2918.6% | $80,925+3720.5% |
| Participation rate | 2.9% | 72.4%-69.5pp | 76.5%-73.6pp | 67.7%-64.8pp |
| Annual return | 10.15% | 18.89%-8.7pp | 29.42%-19.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,902 | $2,369-19.7% | $3,023-37.1% | $2,756-31.0% |
| Participant deferral / active EE | $4,530 | $4,120+9.9% | $5,054-10.4% | $4,299+5.4% |
| Admin fee / account holder | $73,406 | $8,053+811.6% | $9,455+676.4% | $6,940+957.7% |