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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 | $264,899 | $81,870+223.6% | $119,622+121.4% | $68,486+286.8% |
| Participation rate | 58.8% | 71.9%-13.1pp | 79.3%-20.4pp | 67.9%-9.1pp |
| Annual return | -20.17% | -23.82%+3.6pp | -14.98%-5.2pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,763 | $2,692-34.5% | $4,232-58.3% | $2,597-32.1% |
| Participant deferral / active EE | $3,783 | $4,148-8.8% | $5,601-32.5% | $4,028-6.1% |
| Admin fee / account holder | $8,612 | $6,583+30.8% | $10,328-16.6% | $5,404+59.4% |