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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 | $96,731+327.0% | $123,973+233.2% | $86,983+374.9% |
| Participation rate | 42.4% | 70.0%-27.7pp | 76.7%-34.3pp | 69.5%-27.2pp |
| Annual return | -14.60% | 17.33%-31.9pp | 388.13%-402.7pp | 25.83%-40.4pp |
| Employer contribution / active EE | $6,063 | $3,297+83.9% | $4,126+47.0% | $2,584+134.6% |
| Participant deferral / active EE | $2,228 | $4,152-46.3% | $5,247-57.5% | $4,194-46.9% |
| Admin fee / account holder | $10,278 | $8,722+17.8% | $11,799-12.9% | $7,856+30.8% |