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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 | $317,726 | $100,938+214.8% | $90,461+251.2% | $158,982+99.9% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | -11.19% | 1727.20%-1738.4pp | 1294.76%-1306.0pp | 302.99%-314.2pp |
| Employer contribution / active EE | $1,486 | $3,691-59.7% | $3,264-54.5% | $4,763-68.8% |
| Participant deferral / active EE | $3,564 | $4,350-18.1% | $3,964-10.1% | $5,983-40.4% |
| Admin fee / account holder | $14,811 | $6,510+127.5% | $5,617+163.7% | $11,252+31.6% |