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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 | $285,379 | $215,361+32.5% | $171,082+66.8% | $273,972+4.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 76.7%-26.7pp | 83.0%-33.0pp |
| Annual return | -1.88% | 25.14%-27.0pp | 32.56%-34.4pp | 41.46%-43.3pp |
| Employer contribution / active EE | $2,392 | $4,967-51.9% | $4,002-40.2% | $4,869-50.9% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,426 | $10,846-50.0% | $8,520-36.3% | $10,133-46.5% |