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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 | $1,049,755 | $136,860+667.0% | $120,344+772.3% | $154,746+578.4% |
| Participation rate | 14.3% | 79.9%-65.6pp | 76.7%-62.4pp | 80.7%-66.4pp |
| Annual return | 7.14% | 21.38%-14.2pp | 20.30%-13.2pp | 172.34%-165.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,275 | $15,393-91.7% | $12,742-90.0% | $14,365-91.1% |