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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 | $250,267 | $142,409+75.7% | $119,634+109.2% | $134,545+86.0% |
| Participation rate | 45.0% | 82.8%-37.8pp | 79.3%-34.3pp | 81.2%-36.2pp |
| Annual return | -20.36% | -12.46%-7.9pp | -14.98%-5.4pp | 418.37%-438.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,545 | $6,468-60.7% | $5,601-54.6% | $6,401-60.3% |
| Admin fee / account holder | $8,464 | $13,594-37.7% | $10,329-18.1% | $11,431-26.0% |