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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 | $275,401 | $148,629+85.3% | $135,982+102.5% | $139,487+97.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | -15.29% | 79.33%-94.6pp | 68.32%-83.6pp | 373.84%-389.1pp |
| Employer contribution / active EE | $2,132 | $5,247-59.4% | $4,859-56.1% | $4,755-55.2% |
| Participant deferral / active EE | $6,928 | $8,102-14.5% | $7,760-10.7% | $6,713+3.2% |
| Admin fee / account holder | $357 | $12,406-97.1% | $10,767-96.7% | $11,407-96.9% |