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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 | $435,560 | $99,345+338.4% | $84,753+413.9% | $273,972+59.0% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | -3.87% | 22.93%-26.8pp | 22.78%-26.7pp | 41.46%-45.3pp |
| Employer contribution / active EE | $2,867 | $4,214-32.0% | $3,574-19.8% | $4,869-41.1% |
| Participant deferral / active EE | $6,000 | $4,270+40.5% | $3,712+61.6% | $5,287+13.5% |
| Admin fee / account holder | $4,012 | $6,645-39.6% | $5,333-24.8% | $10,133-60.4% |