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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 | $329,829 | $154,209+113.9% | $130,062+153.6% | $139,487+136.5% |
| Participation rate | 31.3% | 82.0%-50.7pp | 78.5%-47.3pp | 80.3%-49.1pp |
| Annual return | 2.73% | 32.52%-29.8pp | -137.37%+140.1pp | 373.84%-371.1pp |
| Employer contribution / active EE | $1,191 | $5,292-77.5% | $4,322-72.5% | $4,755-75.0% |
| Participant deferral / active EE | $7,045 | $6,709+5.0% | $5,821+21.0% | $6,713+5.0% |
| Admin fee / account holder | $4,037 | $13,988-71.1% | $10,601-61.9% | $11,407-64.6% |