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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 | $283,007 | $113,941+148.4% | $94,228+200.3% | $125,388+125.7% |
| Participation rate | 42.1% | 82.9%-40.8pp | 78.8%-36.7pp | 83.2%-41.1pp |
| Annual return | -5.70% | 5.29%-11.0pp | 10.68%-16.4pp | 282.24%-287.9pp |
| Employer contribution / active EE | $1,881 | $4,727-60.2% | $3,587-47.6% | $4,866-61.3% |
| Participant deferral / active EE | $2,182 | $5,179-57.9% | $4,320-49.5% | $5,352-59.2% |
| Admin fee / account holder | $16,105 | $8,392+91.9% | $6,269+156.9% | $9,541+68.8% |