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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 | $250,030 | $211,105+18.4% | $178,449+40.1% | $145,978+71.3% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | -4.34% | 30.19%-34.5pp | 27.09%-31.4pp | 550.52%-554.9pp |
| Employer contribution / active EE | $3,459 | $4,569-24.3% | $3,951-12.4% | $4,662-25.8% |
| Participant deferral / active EE | $11,115 | $6,959+59.7% | $6,277+77.1% | $6,690+66.2% |
| Admin fee / account holder | $60,205 | $12,017+401.0% | $10,362+481.0% | $13,400+349.3% |