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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 | $293,389 | $112,729+160.3% | $98,716+197.2% | $137,256+113.8% |
| Participation rate | 15.4% | 74.2%-58.8pp | 69.3%-53.9pp | 80.0%-64.6pp |
| Annual return | -24.32% | 38.48%-62.8pp | 31.81%-56.1pp | 220.34%-244.7pp |
| Employer contribution / active EE | $747 | $2,725-72.6% | $2,279-67.2% | $4,156-82.0% |
| Participant deferral / active EE | $1,733 | $4,640-62.7% | $4,048-57.2% | $6,407-73.0% |
| Admin fee / account holder | $142,757 | $10,129+1309.5% | $8,703+1540.3% | $12,270+1063.4% |