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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 | $262,150 | $133,983+95.7% | $112,244+133.6% | $134,493+94.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -24.24% | 47.13%-71.4pp | 27.46%-51.7pp | 418.01%-442.3pp |
| Employer contribution / active EE | $1,461 | $4,039-63.8% | $3,635-59.8% | $4,740-69.2% |
| Participant deferral / active EE | $14,409 | $5,291+172.3% | $4,728+204.7% | $6,400+125.1% |
| Admin fee / account holder | $6,460 | $7,490-13.8% | $6,411+0.8% | $11,425-43.5% |