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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 | $319,436 | $102,632+211.2% | $81,988+289.6% | $158,950+101.0% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.3%-35.9pp | 82.0%-48.6pp |
| Annual return | -5.31% | 61.05%-66.4pp | 41.31%-46.6pp | 302.91%-308.2pp |
| Employer contribution / active EE | $1,387 | $3,241-57.2% | $2,498-44.5% | $4,762-70.9% |
| Participant deferral / active EE | $1,733 | $4,649-62.7% | $3,722-53.4% | $5,983-71.0% |
| Admin fee / account holder | $1,282 | $8,237-84.4% | $5,665-77.4% | $11,248-88.6% |