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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 | $280,506 | $59,107+374.6% | $86,439+224.5% | $68,495+309.5% |
| Participation rate | 57.1% | 75.2%-18.1pp | 80.3%-23.2pp | 67.9%-10.7pp |
| Annual return | -19.48% | -0.23%-19.2pp | 4395.55%-4415.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,849 | $2,519+13.1% | $3,769-24.4% | $2,596+9.7% |
| Participant deferral / active EE | $5,635 | $5,901-4.5% | $6,952-18.9% | $4,028+39.9% |
| Admin fee / account holder | $16,630 | $5,637+195.0% | $6,732+147.0% | $5,403+207.8% |