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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 | $260,445 | $100,811+158.3% | $86,698+200.4% | $134,545+93.6% |
| Participation rate | 37.5% | 79.0%-41.5pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -21.35% | 29.11%-50.5pp | 35.96%-57.3pp | 418.37%-439.7pp |
| Employer contribution / active EE | $3,463 | $3,490-0.8% | $2,837+22.1% | $4,742-27.0% |
| Participant deferral / active EE | $4,358 | $5,339-18.4% | $4,656-6.4% | $6,401-31.9% |
| Admin fee / account holder | $1,446 | $10,926-86.8% | $7,492-80.7% | $11,431-87.4% |