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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 | $405,243 | $93,124+335.2% | $77,100+425.6% | $134,545+201.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -24.25% | 62.68%-86.9pp | 42.35%-66.6pp | 418.37%-442.6pp |
| Employer contribution / active EE | $1,222 | $3,421-64.3% | $2,815-56.6% | $4,742-74.2% |
| Participant deferral / active EE | $14,868 | $5,242+183.6% | $4,430+235.6% | $6,401+132.3% |
| Admin fee / account holder | $712 | $6,970-89.8% | $5,443-86.9% | $11,431-93.8% |