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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 | $468,050 | $167,362+179.7% | $143,799+225.5% | $134,532+247.9% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -22.96% | 0.47%-23.4pp | -0.04%-22.9pp | 418.27%-441.2pp |
| Employer contribution / active EE | $2,027 | $5,620-63.9% | $4,952-59.1% | $4,741-57.2% |
| Participant deferral / active EE | $4,704 | $6,447-27.0% | $5,638-16.6% | $6,401-26.5% |
| Admin fee / account holder | $4,578 | $18,094-74.7% | $14,677-68.8% | $11,429-59.9% |