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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 | $537,383 | $190,879+181.5% | $160,009+235.8% | $134,532+299.4% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -24.84% | 552.63%-577.5pp | 408.85%-433.7pp | 418.27%-443.1pp |
| Employer contribution / active EE | $2,110 | $4,995-57.7% | $4,225-50.1% | $4,741-55.5% |
| Participant deferral / active EE | $6,139 | $6,924-11.3% | $6,183-0.7% | $6,401-4.1% |
| Admin fee / account holder | $1,674 | $10,495-84.1% | $8,715-80.8% | $11,429-85.4% |