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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 | $343,358 | $105,623+225.1% | $87,502+292.4% | $273,972+25.3% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | -7.18% | 12.26%-19.4pp | 12.21%-19.4pp | 41.46%-48.6pp |
| Employer contribution / active EE | $952 | $3,141-69.7% | $2,550-62.6% | $4,869-80.4% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,153 | $4,781-34.1% | $4,221-25.3% | $10,133-68.9% |