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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 | $332,826 | $138,075+141.0% | $123,552+169.4% | $135,379+145.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -12.24% | 153.70%-165.9pp | 119.20%-131.4pp | 519.79%-532.0pp |
| Employer contribution / active EE | $3,934 | $5,152-23.6% | $4,628-15.0% | $4,779-17.7% |
| Participant deferral / active EE | $12,917 | $6,800+90.0% | $6,426+101.0% | $5,609+130.3% |
| Admin fee / account holder | $4,489 | $10,917-58.9% | $9,285-51.6% | $10,828-58.5% |