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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 | $277,861 | $127,387+118.1% | $115,038+141.5% | $125,389+121.6% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -6.37% | 31.28%-37.7pp | 26.14%-32.5pp | 282.24%-288.6pp |
| Employer contribution / active EE | $2,856 | $5,166-44.7% | $4,608-38.0% | $4,866-41.3% |
| Participant deferral / active EE | $4,260 | $6,423-33.7% | $6,026-29.3% | $5,352-20.4% |
| Admin fee / account holder | $2,775 | $9,516-70.8% | $8,175-66.1% | $9,541-70.9% |