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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 | $252,164 | $167,353+50.7% | $143,797+75.4% | $134,545+87.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -20.41% | 0.48%-20.9pp | -0.04%-20.4pp | 418.37%-438.8pp |
| Employer contribution / active EE | $2,400 | $5,620-57.3% | $4,952-51.5% | $4,742-49.4% |
| Participant deferral / active EE | $3,000 | $6,447-53.5% | $5,638-46.8% | $6,401-53.1% |
| Admin fee / account holder | $19,502 | $18,096+7.8% | $14,679+32.9% | $11,431+70.6% |