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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 | $3,647,813 | $211,224+1627.0% | $178,505+1943.5% | $145,897+2400.3% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 2.31% | 30.28%-28.0pp | 27.16%-24.8pp | 552.29%-550.0pp |
| Employer contribution / active EE | $12,500 | $4,577+173.1% | $3,955+216.0% | $4,663+168.1% |
| Participant deferral / active EE | $10,167 | $6,966+46.0% | $6,280+61.9% | $6,689+52.0% |
| Admin fee / account holder | $2,257 | $12,109-81.4% | $10,428-78.4% | $13,390-83.1% |