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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 | $413,064 | $105,284+292.3% | $150,734+174.0% | $94,015+339.4% |
| Participation rate | 42.4% | 71.7%-29.4pp | 78.4%-36.1pp | 70.8%-28.5pp |
| Annual return | -14.60% | 15.67%-30.3pp | 600.81%-615.4pp | 17.84%-32.4pp |
| Employer contribution / active EE | $6,063 | $3,599+68.5% | $4,918+23.3% | $2,790+117.3% |
| Participant deferral / active EE | $2,228 | $4,274-47.9% | $5,610-60.3% | $4,249-47.6% |
| Admin fee / account holder | $10,278 | $9,839+4.5% | $14,905-31.0% | $8,951+14.8% |