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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 | $278,310 | $100,203+177.7% | $85,240+226.5% | $145,897+90.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 2.04% | 84.28%-82.2pp | 66.75%-64.7pp | 552.29%-550.2pp |
| Employer contribution / active EE | $2,080 | $3,242-35.8% | $2,735-24.0% | $4,663-55.4% |
| Participant deferral / active EE | $15,250 | $5,299+187.8% | $4,527+236.9% | $6,689+128.0% |
| Admin fee / account holder | $2,530 | $7,265-65.2% | $6,165-59.0% | $13,390-81.1% |