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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 | $175,646+127.6% | $129,118+209.6% | $134,545+197.1% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.2%-10.6pp | 81.2%-14.6pp |
| Annual return | -24.81% | -11.39%-13.4pp | -10.94%-13.9pp | 418.37%-443.2pp |
| Employer contribution / active EE | $6,828 | $6,355+7.4% | $5,051+35.2% | $4,742+44.0% |
| Participant deferral / active EE | $12,942 | $7,970+62.4% | $6,539+97.9% | $6,401+102.2% |
| Admin fee / account holder | $5,122 | $23,578-78.3% | $14,305-64.2% | $11,431-55.2% |