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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 | $365,224 | $95,917+280.8% | $79,583+358.9% | $134,545+171.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -23.35% | -2.70%-20.7pp | 0.16%-23.5pp | 418.37%-441.7pp |
| Employer contribution / active EE | $637 | $3,129-79.6% | $2,414-73.6% | $4,742-86.6% |
| Participant deferral / active EE | $10,800 | $4,694+130.1% | $3,986+171.0% | $6,401+68.7% |
| Admin fee / account holder | $1,113 | $9,132-87.8% | $6,835-83.7% | $11,431-90.3% |