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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 | $482,360 | $138,114+249.2% | $125,391+284.7% | $134,545+258.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.78% | 750.88%-771.7pp | 572.41%-593.2pp | 418.37%-439.1pp |
| Employer contribution / active EE | $1,298 | $5,246-75.3% | $4,816-73.1% | $4,742-72.6% |
| Participant deferral / active EE | $13,982 | $7,801+79.2% | $7,448+87.7% | $6,401+118.4% |
| Admin fee / account holder | $1,198 | $11,570-89.7% | $10,009-88.0% | $11,431-89.5% |