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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 | $154,145+114.0% | $130,014+153.7% | $139,427+136.6% |
| Participation rate | 31.3% | 82.0%-50.7pp | 78.5%-47.2pp | 80.3%-49.1pp |
| Annual return | 2.73% | 32.49%-29.8pp | -137.22%+140.0pp | 373.27%-370.5pp |
| Employer contribution / active EE | $1,191 | $5,290-77.5% | $4,320-72.4% | $4,752-74.9% |
| Participant deferral / active EE | $7,045 | $6,711+5.0% | $5,821+21.0% | $6,711+5.0% |
| Admin fee / account holder | $4,037 | $14,009-71.2% | $10,616-62.0% | $11,404-64.6% |