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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 | $278,421 | $45,872+507.0% | $77,081+261.2% | $68,495+306.5% |
| Participation rate | 8.0% | 55.9%-47.9pp | 67.9%-59.9pp | 67.9%-59.9pp |
| Annual return | -21.95% | 1.73%-23.7pp | 42.33%-64.3pp | -7.84%-14.1pp |
| Employer contribution / active EE | $496 | $1,650-69.9% | $2,813-82.4% | $2,596-80.9% |
| Participant deferral / active EE | $2,105 | $2,963-28.9% | $4,428-52.5% | $4,028-47.7% |
| Admin fee / account holder | $2,264 | $3,041-25.6% | $5,427-58.3% | $5,403-58.1% |