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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 | $617,038 | $211,946+191.1% | $169,452+264.1% | $135,379+355.8% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -9.78% | 3.26%-13.0pp | 1.83%-11.6pp | 519.79%-529.6pp |
| Employer contribution / active EE | $2,281 | $5,117-55.4% | $4,157-45.1% | $4,779-52.3% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $6,588 | $11,472-42.6% | $9,110-27.7% | $10,828-39.2% |