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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 | $338,769 | $81,843+313.9% | $119,628+183.2% | $68,494+394.6% |
| Participation rate | 47.2% | 71.9%-24.7pp | 79.3%-32.0pp | 67.9%-20.7pp |
| Annual return | -19.21% | -23.82%+4.6pp | -14.98%-4.2pp | -7.86%-11.4pp |
| Employer contribution / active EE | $2,261 | $2,692-16.0% | $4,232-46.6% | $2,597-12.9% |
| Participant deferral / active EE | $4,516 | $4,148+8.9% | $5,601-19.4% | $4,028+12.1% |
| Admin fee / account holder | $2,746 | $6,584-58.3% | $10,330-73.4% | $5,403-49.2% |