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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 | $373,440 | $100,811+270.4% | $86,698+330.7% | $134,545+177.6% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -23.45% | 29.11%-52.6pp | 35.96%-59.4pp | 418.37%-441.8pp |
| Employer contribution / active EE | $1,188 | $3,490-66.0% | $2,837-58.1% | $4,742-75.0% |
| Participant deferral / active EE | $3,860 | $5,339-27.7% | $4,656-17.1% | $6,401-39.7% |
| Admin fee / account holder | $2,824 | $10,926-74.2% | $7,492-62.3% | $11,431-75.3% |