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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 | $373,272 | $105,867+252.6% | $90,760+311.3% | $134,532+177.5% |
| Participation rate | 66.7% | 78.3%-11.6pp | 75.7%-9.0pp | 81.2%-14.6pp |
| Annual return | -21.30% | -10.99%-10.3pp | -12.16%-9.1pp | 418.27%-439.6pp |
| Employer contribution / active EE | $3,937 | $3,464+13.7% | $2,922+34.8% | $4,741-17.0% |
| Participant deferral / active EE | $6,155 | $5,217+18.0% | $4,565+34.8% | $6,401-3.8% |
| Admin fee / account holder | $6,371 | $13,936-54.3% | $8,444-24.6% | $11,429-44.3% |