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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 | $432,095 | $116,167+272.0% | $64,489+570.0% | $137,256+214.8% |
| Participation rate | 14.3% | 68.2%-53.9pp | 67.7%-53.4pp | 80.0%-65.7pp |
| Annual return | -13.05% | 36.55%-49.6pp | 55.03%-68.1pp | 220.34%-233.4pp |
| Employer contribution / active EE | $601 | $2,483-75.8% | $1,523-60.6% | $4,156-85.5% |
| Participant deferral / active EE | $3,093 | $4,215-26.6% | $2,778+11.3% | $6,407-51.7% |
| Admin fee / account holder | $5,059 | $6,188-18.2% | $4,260+18.8% | $12,270-58.8% |