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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 | $328,682 | $167,533+96.2% | $151,645+116.7% | $134,545+144.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -28.95% | 7.81%-36.8pp | 3.34%-32.3pp | 418.37%-447.3pp |
| Employer contribution / active EE | $4,738 | $6,828-30.6% | $6,165-23.2% | $4,742-0.1% |
| Participant deferral / active EE | $10,222 | $8,985+13.8% | $8,363+22.2% | $6,401+59.7% |
| Admin fee / account holder | $11,484 | $13,781-16.7% | $11,614-1.1% | $11,431+0.5% |