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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 | $2,862,595 | $182,442+1469.0% | $163,379+1652.1% | $138,895+1961.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 10.10% | 72.74%-62.6pp | 63.41%-53.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,500 | $6,817-63.3% | $6,282-60.2% | $6,396-60.9% |
| Admin fee / account holder | $11,612 | $10,396+11.7% | $9,818+18.3% | $12,562-7.6% |