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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 | $304,747 | $138,078+120.7% | $125,363+143.1% | $134,509+126.6% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -25.46% | 750.49%-775.9pp | 572.15%-597.6pp | 418.13%-443.6pp |
| Employer contribution / active EE | $1,414 | $5,245-73.0% | $4,815-70.6% | $4,741-70.2% |
| Participant deferral / active EE | $7,040 | $7,800-9.7% | $7,447-5.5% | $6,400+10.0% |
| Admin fee / account holder | $6,407 | $11,566-44.6% | $10,005-36.0% | $11,427-43.9% |