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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 | $2,040,557 | $165,381+1133.9% | $149,730+1262.8% | $158,966+1183.6% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 7.44% | 348.29%-340.9pp | 276.70%-269.3pp | 302.95%-295.5pp |
| Employer contribution / active EE | $14,952 | $5,104+192.9% | $4,645+221.9% | $4,762+214.0% |
| Participant deferral / active EE | $16,180 | $7,182+125.3% | $6,843+136.5% | $5,983+170.4% |
| Admin fee / account holder | $3,703 | $10,809-65.7% | $9,310-60.2% | $11,250-67.1% |