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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 | $299,126 | $167,533+78.5% | $151,645+97.3% | $134,545+122.3% |
| Participation rate | 28.6% | 88.4%-59.8pp | 87.5%-58.9pp | 81.2%-52.7pp |
| Annual return | -21.62% | 7.81%-29.4pp | 3.34%-25.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $9,251 | $6,828+35.5% | $6,165+50.1% | $4,742+95.1% |
| Participant deferral / active EE | $10,243 | $8,985+14.0% | $8,363+22.5% | $6,401+60.0% |
| Admin fee / account holder | $85,760 | $13,781+522.3% | $11,614+638.4% | $11,431+650.3% |