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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 | $324,464 | $135,956+138.7% | $123,894+161.9% | $273,972+18.4% |
| Participation rate | 58.8% | 84.1%-25.2pp | 81.4%-22.6pp | 83.0%-24.2pp |
| Annual return | -5.12% | 56.63%-61.8pp | 47.52%-52.6pp | 41.46%-46.6pp |
| Employer contribution / active EE | $4,222 | $5,170-18.3% | $4,617-8.6% | $4,869-13.3% |
| Participant deferral / active EE | $13,033 | $6,343+105.5% | $5,984+117.8% | $5,287+146.5% |
| Admin fee / account holder | $5,759 | $9,817-41.3% | $8,357-31.1% | $10,133-43.2% |