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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 | $303,303 | $167,352+81.2% | $143,788+110.9% | $134,509+125.5% |
| Participation rate | 18.8% | 84.8%-66.1pp | 80.3%-61.6pp | 81.2%-62.5pp |
| Annual return | -33.20% | 0.47%-33.7pp | -0.03%-33.2pp | 418.13%-451.3pp |
| Employer contribution / active EE | $1,801 | $5,620-68.0% | $4,952-63.6% | $4,741-62.0% |
| Participant deferral / active EE | $3,515 | $6,447-45.5% | $5,638-37.7% | $6,400-45.1% |
| Admin fee / account holder | $1,034 | $18,091-94.3% | $14,675-93.0% | $11,427-91.0% |