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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 | $337,469 | $174,379+93.5% | $152,093+121.9% | $138,895+143.0% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | -6.14% | 74.86%-81.0pp | 66.36%-72.5pp | 145.39%-151.5pp |
| Employer contribution / active EE | $2,002 | $4,652-57.0% | $4,175-52.0% | $4,194-52.3% |
| Participant deferral / active EE | $12,793 | $6,159+107.7% | $5,451+134.7% | $6,396+100.0% |
| Admin fee / account holder | $297,039 | $16,880+1659.7% | $14,497+1949.0% | $12,562+2264.6% |