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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 | $615,149 | $142,409+332.0% | $119,634+414.2% | $134,545+357.2% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -22.10% | -12.46%-9.6pp | -14.98%-7.1pp | 418.37%-440.5pp |
| Employer contribution / active EE | $2,242 | $5,224-57.1% | $4,232-47.0% | $4,742-52.7% |
| Participant deferral / active EE | $7,274 | $6,468+12.5% | $5,601+29.9% | $6,401+13.6% |
| Admin fee / account holder | $517 | $13,594-96.2% | $10,329-95.0% | $11,431-95.5% |