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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 | $2,242,204 | $201,259+1014.1% | $184,200+1117.3% | $145,959+1436.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 0.86% | 28.98%-28.1pp | 28.80%-27.9pp | 561.95%-561.1pp |
| Employer contribution / active EE | $2,400 | $7,018-65.8% | $6,424-62.6% | $4,661-48.5% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,689+128.0% |
| Admin fee / account holder | $18,670 | $16,372+14.0% | $13,907+34.2% | $13,398+39.4% |