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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 | $265,999 | $127,387+108.8% | $115,038+131.2% | $125,389+112.1% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -4.67% | 31.28%-36.0pp | 26.14%-30.8pp | 282.24%-286.9pp |
| Employer contribution / active EE | $22,383 | $5,166+333.3% | $4,608+385.7% | $4,866+360.0% |
| Participant deferral / active EE | $12,488 | $6,423+94.4% | $6,026+107.2% | $5,352+133.3% |
| Admin fee / account holder | $2,470 | $9,516-74.0% | $8,175-69.8% | $9,541-74.1% |