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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 | $327,829 | $167,362+95.9% | $143,799+128.0% | $134,532+143.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -24.05% | 0.47%-24.5pp | -0.04%-24.0pp | 418.27%-442.3pp |
| Employer contribution / active EE | $1,666 | $5,620-70.4% | $4,952-66.4% | $4,741-64.9% |
| Participant deferral / active EE | $9,467 | $6,447+46.8% | $5,638+67.9% | $6,401+47.9% |
| Admin fee / account holder | $33,065 | $18,094+82.7% | $14,677+125.3% | $11,429+189.3% |