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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 | $264,363 | $92,743+185.0% | $82,744+219.5% | $134,532+96.5% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -25.59% | 946.63%-972.2pp | 702.22%-727.8pp | 418.27%-443.9pp |
| Employer contribution / active EE | $1,480 | $3,273-54.8% | $3,008-50.8% | $4,741-68.8% |
| Participant deferral / active EE | $5,888 | $4,802+22.6% | $4,395+34.0% | $6,401-8.0% |
| Admin fee / account holder | $2,534 | $5,977-57.6% | $5,325-52.4% | $11,429-77.8% |