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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 | $334,560 | $133,981+149.7% | $112,249+198.1% | $134,532+148.7% |
| Participation rate | 29.4% | 78.6%-49.1pp | 75.1%-45.6pp | 81.2%-51.8pp |
| Annual return | -27.08% | 47.16%-74.2pp | 27.48%-54.6pp | 418.27%-445.3pp |
| Employer contribution / active EE | $1,129 | $4,040-72.1% | $3,636-68.9% | $4,741-76.2% |
| Participant deferral / active EE | $2,201 | $5,292-58.4% | $4,729-53.5% | $6,401-65.6% |
| Admin fee / account holder | $9,046 | $7,492+20.7% | $6,412+41.1% | $11,429-20.8% |