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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 | $282,217 | $95,917+194.2% | $79,583+254.6% | $134,545+109.8% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -21.75% | -2.70%-19.0pp | 0.16%-21.9pp | 418.37%-440.1pp |
| Employer contribution / active EE | $4,610 | $3,129+47.3% | $2,414+91.0% | $4,742-2.8% |
| Participant deferral / active EE | $7,954 | $4,694+69.5% | $3,986+99.6% | $6,401+24.3% |
| Admin fee / account holder | $6,685 | $9,132-26.8% | $6,835-2.2% | $11,431-41.5% |