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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 | $290,166 | $100,805+187.8% | $86,698+234.7% | $134,532+115.7% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | -21.97% | 29.09%-51.1pp | 35.95%-57.9pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,754 | $3,490-49.7% | $2,837-38.2% | $4,741-63.0% |
| Participant deferral / active EE | $8,123 | $5,339+52.1% | $4,656+74.5% | $6,401+26.9% |
| Admin fee / account holder | $28,571 | $10,925+161.5% | $7,493+281.3% | $11,429+150.0% |