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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 | $276,955 | $167,362+65.5% | $143,799+92.6% | $134,532+105.9% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -23.06% | 0.47%-23.5pp | -0.04%-23.0pp | 418.27%-441.3pp |
| Employer contribution / active EE | $2,160 | $5,620-61.6% | $4,952-56.4% | $4,741-54.4% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $6,407 | $18,094-64.6% | $14,677-56.3% | $11,429-43.9% |