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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 | $281,995 | $138,076+104.2% | $123,553+128.2% | $135,380+108.3% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -9.41% | 153.70%-163.1pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,243 | $5,152-56.5% | $4,628-51.5% | $4,779-53.1% |
| Participant deferral / active EE | $7,520 | $6,800+10.6% | $6,426+17.0% | $5,609+34.1% |
| Admin fee / account holder | $2,152 | $10,917-80.3% | $9,284-76.8% | $10,828-80.1% |