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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 | $290,948 | $59,111+392.2% | $86,451+236.5% | $68,490+324.8% |
| Participation rate | 69.4% | 75.2%-5.8pp | 80.3%-10.9pp | 67.9%+1.5pp |
| Annual return | -22.91% | -0.22%-22.7pp | 4398.51%-4421.4pp | -7.85%-15.1pp |
| Employer contribution / active EE | $1,654 | $2,519-34.3% | $3,770-56.1% | $2,597-36.3% |
| Participant deferral / active EE | $7,304 | $5,900+23.8% | $6,953+5.0% | $4,028+81.3% |
| Admin fee / account holder | $8,271 | $5,640+46.6% | $6,734+22.8% | $5,403+53.1% |