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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 | $327,563 | $133,981+144.5% | $112,249+191.8% | $134,532+143.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.95% | 47.16%-68.1pp | 27.48%-48.4pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,973 | $4,040-51.2% | $3,636-45.7% | $4,741-58.4% |
| Participant deferral / active EE | $2,467 | $5,292-53.4% | $4,729-47.8% | $6,401-61.5% |
| Admin fee / account holder | $1,294 | $7,492-82.7% | $6,412-79.8% | $11,429-88.7% |