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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 | $89,259+362.8% | $107,187+285.4% | $82,637+399.9% |
| Participation rate | 42.4% | 67.9%-25.6pp | 75.0%-32.7pp | 68.1%-25.7pp |
| Annual return | -14.60% | 21.02%-35.6pp | 204.55%-219.1pp | 53.51%-68.1pp |
| Employer contribution / active EE | $6,063 | $3,080+96.8% | $3,782+60.3% | $2,552+137.6% |
| Participant deferral / active EE | $2,228 | $4,037-44.8% | $5,096-56.3% | $4,126-46.0% |
| Admin fee / account holder | $10,278 | $7,381+39.2% | $9,162+12.2% | $7,339+40.0% |