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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 | $419,638 | $91,537+358.4% | $130,045+222.7% | $75,173+458.2% |
| Participation rate | 44.1% | 71.5%-27.4pp | 78.5%-34.4pp | 67.2%-23.1pp |
| Annual return | -5.65% | -631.55%+625.9pp | -137.30%+131.7pp | 160.72%-166.4pp |
| Employer contribution / active EE | $3,422 | $2,845+20.3% | $4,321-20.8% | $2,671+28.1% |
| Participant deferral / active EE | $7,876 | $4,343+81.4% | $5,820+35.3% | $4,126+90.9% |
| Admin fee / account holder | $5,083 | $6,780-25.0% | $10,600-52.0% | $5,651-10.0% |