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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 | $399,686 | $175,600+127.6% | $129,110+209.6% | $134,509+197.1% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -24.81% | -11.39%-13.4pp | -10.94%-13.9pp | 418.13%-442.9pp |
| Employer contribution / active EE | $6,828 | $6,355+7.5% | $5,052+35.2% | $4,741+44.0% |
| Participant deferral / active EE | $12,942 | $7,975+62.3% | $6,542+97.8% | $6,400+102.2% |
| Admin fee / account holder | $5,122 | $23,567-78.3% | $14,302-64.2% | $11,427-55.2% |