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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 | $401,052 | $59,819+570.4% | $79,583+403.9% | $68,490+485.6% |
| Participation rate | 15.4% | 61.1%-45.7pp | 69.5%-54.1pp | 67.9%-52.5pp |
| Annual return | -21.38% | -12.30%-9.1pp | 0.16%-21.5pp | -7.85%-13.5pp |
| Employer contribution / active EE | $508 | $1,505-66.3% | $2,414-79.0% | $2,597-80.4% |
| Participant deferral / active EE | $2,186 | $3,025-27.7% | $3,986-45.2% | $4,028-45.7% |
| Admin fee / account holder | $1,601 | $4,835-66.9% | $6,835-76.6% | $5,403-70.4% |