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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 | $133,998+95.6% | $112,263+133.5% | $134,545+94.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -24.24% | 47.17%-71.4pp | 27.49%-51.7pp | 418.37%-442.6pp |
| Employer contribution / active EE | $1,461 | $4,040-63.8% | $3,636-59.8% | $4,742-69.2% |
| Participant deferral / active EE | $14,409 | $5,292+172.3% | $4,729+204.7% | $6,401+125.1% |
| Admin fee / account holder | $6,460 | $7,493-13.8% | $6,410+0.8% | $11,431-43.5% |