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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 | $438,204 | $64,729+577.0% | $112,263+290.3% | $68,490+539.8% |
| Participation rate | 68.9% | 67.2%+1.7pp | 75.1%-6.2pp | 67.9%+1.0pp |
| Annual return | -20.11% | -11.40%-8.7pp | 27.49%-47.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $4,526 | $2,746+64.8% | $3,636+24.5% | $2,597+74.3% |
| Participant deferral / active EE | $9,457 | $3,566+165.2% | $4,729+100.0% | $4,028+134.8% |
| Admin fee / account holder | $3,777 | $5,222-27.7% | $6,410-41.1% | $5,403-30.1% |