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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 | $364,917 | $133,981+172.4% | $112,249+225.1% | $134,532+171.2% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.1%-41.7pp | 81.2%-47.9pp |
| Annual return | -34.45% | 47.16%-81.6pp | 27.48%-61.9pp | 418.27%-452.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,667 | $5,292+63.8% | $4,729+83.3% | $6,401+35.4% |
| Admin fee / account holder | $4,030 | $7,492-46.2% | $6,412-37.2% | $11,429-64.7% |