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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 | $308,067 | $115,814+166.0% | $101,275+204.2% | $158,982+93.8% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | -0.15% | 56.16%-56.3pp | 46.48%-46.6pp | 302.99%-303.1pp |
| Employer contribution / active EE | $3,101 | $4,176-25.7% | $3,660-15.3% | $4,763-34.9% |
| Participant deferral / active EE | $7,528 | $4,958+51.8% | $4,371+72.3% | $5,983+25.8% |
| Admin fee / account holder | $2,215 | $7,249-69.4% | $5,948-62.8% | $11,252-80.3% |