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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 | $281,981 | $64,719+335.7% | $112,249+151.2% | $68,486+311.7% |
| Participation rate | 45.5% | 67.2%-21.7pp | 75.1%-29.6pp | 67.9%-22.4pp |
| Annual return | -19.78% | -11.40%-8.4pp | 27.48%-47.3pp | -7.85%-11.9pp |
| Employer contribution / active EE | $2,158 | $2,747-21.4% | $3,636-40.6% | $2,597-16.9% |
| Participant deferral / active EE | $5,706 | $3,565+60.0% | $4,729+20.7% | $4,028+41.7% |
| Admin fee / account holder | $4,139 | $5,232-20.9% | $6,412-35.5% | $5,404-23.4% |