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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 | $261,582 | $167,362+56.3% | $143,799+81.9% | $134,532+94.4% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.84% | 0.47%-21.3pp | -0.04%-20.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,924 | $5,620-65.8% | $4,952-61.2% | $4,741-59.4% |
| Participant deferral / active EE | $6,357 | $6,447-1.4% | $5,638+12.7% | $6,401-0.7% |
| Admin fee / account holder | $2,229 | $18,094-87.7% | $14,677-84.8% | $11,429-80.5% |