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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 | $256,810 | $167,533+53.3% | $151,645+69.3% | $134,545+90.9% |
| Participation rate | 53.3% | 88.4%-35.0pp | 87.5%-34.2pp | 81.2%-27.9pp |
| Annual return | -21.98% | 7.81%-29.8pp | 3.34%-25.3pp | 418.37%-440.3pp |
| Employer contribution / active EE | $3,892 | $6,828-43.0% | $6,165-36.9% | $4,742-17.9% |
| Participant deferral / active EE | $8,260 | $8,985-8.1% | $8,363-1.2% | $6,401+29.0% |
| Admin fee / account holder | $5,971 | $13,781-56.7% | $11,614-48.6% | $11,431-47.8% |