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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 | $445,071 | $167,362+165.9% | $143,799+209.5% | $134,532+230.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -23.04% | 0.47%-23.5pp | -0.04%-23.0pp | 418.27%-441.3pp |
| Employer contribution / active EE | $8,780 | $5,620+56.2% | $4,952+77.3% | $4,741+85.2% |
| Participant deferral / active EE | $11,460 | $6,447+77.8% | $5,638+103.3% | $6,401+79.0% |
| Admin fee / account holder | $12,604 | $18,094-30.3% | $14,677-14.1% | $11,429+10.3% |