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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 | $321,233 | $142,409+125.6% | $119,634+168.5% | $134,545+138.8% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -20.11% | -12.46%-7.7pp | -14.98%-5.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $4,393 | $5,224-15.9% | $4,232+3.8% | $4,742-7.4% |
| Participant deferral / active EE | $5,057 | $6,468-21.8% | $5,601-9.7% | $6,401-21.0% |
| Admin fee / account holder | $24,213 | $13,594+78.1% | $10,329+134.4% | $11,431+111.8% |