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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 | $263,287 | $190,862+37.9% | $159,991+64.6% | $134,509+95.7% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | -23.08% | 552.59%-575.7pp | 408.82%-431.9pp | 418.13%-441.2pp |
| Employer contribution / active EE | $1,370 | $4,995-72.6% | $4,225-67.6% | $4,741-71.1% |
| Participant deferral / active EE | $3,355 | $6,924-51.5% | $6,183-45.7% | $6,400-47.6% |
| Admin fee / account holder | $19,326 | $10,495+84.1% | $8,715+121.8% | $11,427+69.1% |