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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 | $382,259 | $54,370+603.1% | $82,763+361.9% | $68,490+458.1% |
| Participation rate | 51.2% | 63.9%-12.7pp | 72.6%-21.3pp | 67.9%-16.7pp |
| Annual return | -20.47% | -13.67%-6.8pp | 702.45%-722.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $3,493 | $2,219+57.4% | $3,008+16.1% | $2,597+34.5% |
| Participant deferral / active EE | $6,926 | $3,247+113.3% | $4,395+57.6% | $4,028+72.0% |
| Admin fee / account holder | $1,162 | $4,398-73.6% | $5,325-78.2% | $5,403-78.5% |