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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 | $347,365 | $138,072+151.6% | $123,549+181.2% | $135,382+156.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -9.43% | 153.69%-163.1pp | 119.20%-128.6pp | 519.77%-529.2pp |
| Employer contribution / active EE | $2,939 | $5,152-43.0% | $4,628-36.5% | $4,779-38.5% |
| Participant deferral / active EE | $10,974 | $6,799+61.4% | $6,426+70.8% | $5,609+95.6% |
| Admin fee / account holder | $739 | $10,917-93.2% | $9,284-92.0% | $10,829-93.2% |