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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 | $258,157 | $162,529+58.8% | $130,788+97.4% | $154,746+66.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | -0.90% | 510.48%-511.4pp | 386.44%-387.3pp | 172.34%-173.2pp |
| Employer contribution / active EE | $4,333 | $4,447-2.6% | $3,558+21.8% | $4,379-1.0% |
| Participant deferral / active EE | $5,500 | $4,808+14.4% | $4,137+32.9% | $6,730-18.3% |
| Admin fee / account holder | $7,071 | $7,669-7.8% | $6,673+6.0% | $14,365-50.8% |