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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 | $352,432 | $100,811+249.6% | $86,698+306.5% | $134,545+161.9% |
| Participation rate | 53.8% | 79.0%-25.1pp | 76.6%-22.7pp | 81.2%-27.4pp |
| Annual return | -24.65% | 29.11%-53.8pp | 35.96%-60.6pp | 418.37%-443.0pp |
| Employer contribution / active EE | $11,073 | $3,490+217.3% | $2,837+290.3% | $4,742+133.5% |
| Participant deferral / active EE | $8,104 | $5,339+51.8% | $4,656+74.0% | $6,401+26.6% |
| Admin fee / account holder | $4,814 | $10,926-55.9% | $7,492-35.7% | $11,431-57.9% |