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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 | $337,971 | $138,076+144.8% | $123,553+173.5% | $135,380+149.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.63% | 153.70%-165.3pp | 119.21%-130.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $2,410 | $5,152-53.2% | $4,628-47.9% | $4,779-49.6% |
| Participant deferral / active EE | $8,173 | $6,800+20.2% | $6,426+27.2% | $5,609+45.7% |
| Admin fee / account holder | $2,567 | $10,917-76.5% | $9,284-72.4% | $10,828-76.3% |