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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 | $276,435 | $95,979+188.0% | $74,551+270.8% | $135,380+104.2% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -11.91% | 56.97%-68.9pp | 32.53%-44.4pp | 519.81%-531.7pp |
| Employer contribution / active EE | $2,600 | $2,716-4.3% | $1,961+32.6% | $4,779-45.6% |
| Participant deferral / active EE | $16,333 | $3,844+324.9% | $3,108+425.5% | $5,609+191.2% |
| Admin fee / account holder | $10,354 | $6,522+58.8% | $5,059+104.7% | $10,828-4.4% |