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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 | $428,658 | $142,361+201.1% | $119,608+258.4% | $134,509+218.7% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -25.36% | -12.46%-12.9pp | -14.98%-10.4pp | 418.13%-443.5pp |
| Employer contribution / active EE | $2,347 | $5,224-55.1% | $4,232-44.5% | $4,741-50.5% |
| Participant deferral / active EE | $10,029 | $6,468+55.0% | $5,601+79.0% | $6,400+56.7% |
| Admin fee / account holder | $18,977 | $13,588+39.7% | $10,326+83.8% | $11,427+66.1% |