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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 | $275,095 | $93,117+195.4% | $77,096+256.8% | $134,532+104.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -21.51% | 62.67%-84.2pp | 42.35%-63.9pp | 418.27%-439.8pp |
| Employer contribution / active EE | $4,983 | $3,420+45.7% | $2,814+77.0% | $4,741+5.1% |
| Participant deferral / active EE | $7,527 | $5,241+43.6% | $4,429+69.9% | $6,401+17.6% |
| Admin fee / account holder | $403 | $6,948-94.2% | $5,428-92.6% | $11,429-96.5% |