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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 | $331,048 | $178,174+85.8% | $156,181+112.0% | $137,256+141.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | -6.78% | 84.19%-91.0pp | 64.87%-71.7pp | 220.34%-227.1pp |
| Employer contribution / active EE | $5,418 | $4,972+9.0% | $4,294+26.2% | $4,156+30.4% |
| Participant deferral / active EE | $3,715 | $6,888-46.1% | $6,132-39.4% | $6,407-42.0% |
| Admin fee / account holder | $910 | $17,404-94.8% | $14,586-93.8% | $12,270-92.6% |