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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 | $2,141,059 | $148,623+1340.6% | $135,974+1474.6% | $139,466+1435.2% |
| Participation rate | 7.1% | 83.9%-76.7pp | 81.9%-74.8pp | 80.3%-73.2pp |
| Annual return | 12.09% | 79.30%-67.2pp | 68.30%-56.2pp | 373.66%-361.6pp |
| Employer contribution / active EE | $2,335 | $5,246-55.5% | $4,859-51.9% | $4,754-50.9% |
| Participant deferral / active EE | $8,252 | $8,103+1.8% | $7,760+6.3% | $6,712+22.9% |
| Admin fee / account holder | $61,082 | $12,406+392.4% | $10,767+467.3% | $11,409+435.4% |