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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 | $257,127 | $154,193+66.8% | $130,045+97.7% | $139,466+84.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 7.89% | 32.51%-24.6pp | -137.30%+145.2pp | 373.66%-365.8pp |
| Employer contribution / active EE | $4,323 | $5,292-18.3% | $4,3210% | $4,754-9.1% |
| Participant deferral / active EE | $2,028 | $6,709-69.8% | $5,820-65.2% | $6,712-69.8% |
| Admin fee / account holder | $7,217 | $13,989-48.4% | $10,600-31.9% | $11,409-36.7% |