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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 | $388,241 | $228,352+70.0% | $185,835+108.9% | $158,966+144.2% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | -9.66% | 40.81%-50.5pp | 35.96%-45.6pp | 302.95%-312.6pp |
| Employer contribution / active EE | $1,785 | $4,967-64.1% | $4,087-56.3% | $4,762-62.5% |
| Participant deferral / active EE | $2,925 | $6,416-54.4% | $5,633-48.1% | $5,983-51.1% |
| Admin fee / account holder | $2,380 | $11,867-79.9% | $9,502-75.0% | $11,250-78.8% |