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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 | $286,514 | $45,872+524.6% | $77,081+271.7% | $68,495+318.3% |
| Participation rate | 29.3% | 55.9%-26.7pp | 67.9%-38.6pp | 67.9%-38.6pp |
| Annual return | -20.72% | 1.73%-22.4pp | 42.33%-63.0pp | -7.84%-12.9pp |
| Employer contribution / active EE | $4,696 | $1,650+184.7% | $2,813+66.9% | $2,596+80.9% |
| Participant deferral / active EE | $4,917 | $2,963+65.9% | $4,428+11.0% | $4,028+22.1% |
| Admin fee / account holder | $1,260 | $3,041-58.6% | $5,427-76.8% | $5,403-76.7% |