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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 | $272,753 | $167,352+63.0% | $143,788+89.7% | $134,509+102.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.86% | 0.47%-21.3pp | -0.03%-20.8pp | 418.13%-439.0pp |
| Employer contribution / active EE | $1,612 | $5,620-71.3% | $4,952-67.4% | $4,741-66.0% |
| Participant deferral / active EE | $11,070 | $6,447+71.7% | $5,638+96.3% | $6,400+73.0% |
| Admin fee / account holder | $9,369 | $18,091-48.2% | $14,675-36.2% | $11,427-18.0% |