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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 | $297,073 | $84,551+251.4% | $61,452+383.4% | $134,532+120.8% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -23.29% | 585.39%-608.7pp | 338.96%-362.2pp | 418.27%-441.6pp |
| Employer contribution / active EE | $951 | $1,545-38.4% | $1,160-18.0% | $4,741-79.9% |
| Participant deferral / active EE | $3,054 | $2,818+8.4% | $2,125+43.7% | $6,401-52.3% |
| Admin fee / account holder | $1,693 | $2,587-34.6% | $2,131-20.6% | $11,429-85.2% |