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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 | $360,134 | $134,001+168.8% | $112,258+220.8% | $134,509+167.7% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -26.01% | 47.15%-73.2pp | 27.47%-53.5pp | 418.13%-444.1pp |
| Employer contribution / active EE | $4,827 | $4,039+19.5% | $3,636+32.8% | $4,741+1.8% |
| Participant deferral / active EE | $6,911 | $5,291+30.6% | $4,728+46.2% | $6,400+8.0% |
| Admin fee / account holder | $5,831 | $7,491-22.2% | $6,411-9.1% | $11,427-49.0% |