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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 | $301,095 | $133,981+124.7% | $112,249+168.2% | $134,532+123.8% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -26.14% | 47.16%-73.3pp | 27.48%-53.6pp | 418.27%-444.4pp |
| Employer contribution / active EE | $1,754 | $4,040-56.6% | $3,636-51.8% | $4,741-63.0% |
| Participant deferral / active EE | $4,463 | $5,292-15.7% | $4,729-5.6% | $6,401-30.3% |
| Admin fee / account holder | $2,223 | $7,492-70.3% | $6,412-65.3% | $11,429-80.5% |