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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 | $258,149 | $142,392+81.3% | $119,622+115.8% | $134,532+91.9% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -23.53% | -12.46%-11.1pp | -14.98%-8.5pp | 418.27%-441.8pp |
| Employer contribution / active EE | $2,218 | $5,224-57.5% | $4,232-47.6% | $4,741-53.2% |
| Participant deferral / active EE | $8,050 | $6,467+24.5% | $5,601+43.7% | $6,401+25.8% |
| Admin fee / account holder | $2,901 | $13,593-78.7% | $10,328-71.9% | $11,429-74.6% |