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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 | $274,888 | $88,603+210.2% | $69,890+293.3% | $134,545+104.3% |
| Participation rate | 21.7% | 74.9%-53.2pp | 70.5%-48.7pp | 81.2%-59.5pp |
| Annual return | -31.87% | 442.93%-474.8pp | 190.84%-222.7pp | 418.37%-450.2pp |
| Employer contribution / active EE | $1,313 | $3,236-59.4% | $2,560-48.7% | $4,742-72.3% |
| Participant deferral / active EE | $1,557 | $4,771-67.4% | $3,848-59.5% | $6,401-75.7% |
| Admin fee / account holder | $576 | $10,443-94.5% | $6,267-90.8% | $11,431-95.0% |