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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 | $261,717 | $180,462+45.0% | $154,111+69.8% | $135,379+93.3% |
| Participation rate | 65.0% | 87.4%-22.4pp | 83.0%-18.0pp | 82.6%-17.6pp |
| Annual return | -10.09% | 888.17%-898.3pp | 735.18%-745.3pp | 519.79%-529.9pp |
| Employer contribution / active EE | $3,098 | $6,036-48.7% | $5,298-41.5% | $4,779-35.2% |
| Participant deferral / active EE | $6,728 | $5,806+15.9% | $5,081+32.4% | $5,609+19.9% |
| Admin fee / account holder | $2,414 | $16,145-85.1% | $13,411-82.0% | $10,828-77.7% |