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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 | $357,465 | $133,981+166.8% | $112,249+218.5% | $134,532+165.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -29.36% | 47.16%-76.5pp | 27.48%-56.8pp | 418.27%-447.6pp |
| Employer contribution / active EE | $4,763 | $4,040+17.9% | $3,636+31.0% | $4,741+0.5% |
| Participant deferral / active EE | $10,610 | $5,292+100.5% | $4,729+124.4% | $6,401+65.8% |
| Admin fee / account holder | $1,001 | $7,492-86.6% | $6,412-84.4% | $11,429-91.2% |