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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 | $419,116 | $99,668+320.5% | $86,451+384.8% | $134,545+211.5% |
| Participation rate | 55.6% | 82.1%-26.5pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -23.70% | 6789.61%-6813.3pp | 4398.51%-4422.2pp | 418.37%-442.1pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,385 | $7,249+84.6% | $6,953+92.5% | $6,401+109.1% |
| Admin fee / account holder | $30,623 | $8,377+265.6% | $6,734+354.7% | $11,431+167.9% |