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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 | $379,196 | $167,352+126.6% | $143,788+163.7% | $134,509+181.9% |
| Participation rate | 69.6% | 84.8%-15.3pp | 80.3%-10.7pp | 81.2%-11.7pp |
| Annual return | -24.88% | 0.47%-25.4pp | -0.03%-24.9pp | 418.13%-443.0pp |
| Employer contribution / active EE | $11,106 | $5,620+97.6% | $4,952+124.3% | $4,741+134.3% |
| Participant deferral / active EE | $11,318 | $6,447+75.6% | $5,638+100.7% | $6,400+76.8% |
| Admin fee / account holder | $6,334 | $18,091-65.0% | $14,675-56.8% | $11,427-44.6% |