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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 | $308,853 | $167,533+84.4% | $151,645+103.7% | $134,545+129.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -25.89% | 7.81%-33.7pp | 3.34%-29.2pp | 418.37%-444.3pp |
| Employer contribution / active EE | $2,457 | $6,828-64.0% | $6,165-60.2% | $4,742-48.2% |
| Participant deferral / active EE | $6,269 | $8,985-30.2% | $8,363-25.0% | $6,401-2.1% |
| Admin fee / account holder | $98,997 | $13,781+618.4% | $11,614+752.4% | $11,431+766.1% |