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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 | $265,351 | $100,811+163.2% | $86,698+206.1% | $134,545+97.2% |
| Participation rate | 46.2% | 79.0%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | -20.61% | 29.11%-49.7pp | 35.96%-56.6pp | 418.37%-439.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,177 | $5,339-40.5% | $4,656-31.8% | $6,401-50.4% |
| Admin fee / account holder | $886 | $10,926-91.9% | $7,492-88.2% | $11,431-92.3% |