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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 | $2,360,474 | $106,749+2111.2% | $145,433+1523.1% | $82,448+2763.0% |
| Participation rate | 61.7% | 75.6%-13.9pp | 82.1%-20.4pp | 68.1%-6.3pp |
| Annual return | 4.00% | 27.59%-23.6pp | 66.58%-62.6pp | 41.64%-37.6pp |
| Employer contribution / active EE | $13,061 | $3,444+279.2% | $4,554+186.8% | $2,551+412.0% |
| Participant deferral / active EE | $9,059 | $6,519+39.0% | $7,897+14.7% | $4,139+118.9% |
| Admin fee / account holder | $44,515 | $8,390+430.6% | $13,129+239.1% | $7,234+515.3% |