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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 | $252,838 | $138,102+83.1% | $125,381+101.7% | $134,532+87.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.41% | 750.73%-772.1pp | 572.31%-593.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $2,099 | $5,245-60.0% | $4,815-56.4% | $4,741-55.7% |
| Participant deferral / active EE | $9,778 | $7,801+25.3% | $7,448+31.3% | $6,401+52.8% |
| Admin fee / account holder | $479 | $11,568-95.9% | $10,007-95.2% | $11,429-95.8% |