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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 | $326,875 | $167,353+95.3% | $143,797+127.3% | $134,545+142.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -24.34% | 0.48%-24.8pp | -0.04%-24.3pp | 418.37%-442.7pp |
| Employer contribution / active EE | $2,471 | $5,620-56.0% | $4,952-50.1% | $4,742-47.9% |
| Participant deferral / active EE | $5,748 | $6,447-10.8% | $5,638+2.0% | $6,401-10.2% |
| Admin fee / account holder | $1,075 | $18,096-94.1% | $14,679-92.7% | $11,431-90.6% |