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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 | $337,170 | $148,629+126.9% | $135,982+148.0% | $139,487+141.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | -3.58% | 79.33%-82.9pp | 68.32%-71.9pp | 373.84%-377.4pp |
| Employer contribution / active EE | $5,881 | $5,247+12.1% | $4,859+21.0% | $4,755+23.7% |
| Participant deferral / active EE | $15,000 | $8,102+85.1% | $7,760+93.3% | $6,713+123.5% |
| Admin fee / account holder | $6,723 | $12,406-45.8% | $10,767-37.6% | $11,407-41.1% |