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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 | $331,437 | $84,685+291.4% | $73,836+348.9% | $125,389+164.3% |
| Participation rate | 23.8% | 76.8%-53.0pp | 73.4%-49.6pp | 83.2%-59.4pp |
| Annual return | -3.62% | 3123.80%-3127.4pp | 2268.06%-2271.7pp | 282.24%-285.9pp |
| Employer contribution / active EE | $825 | $3,123-73.6% | $2,787-70.4% | $4,866-83.0% |
| Participant deferral / active EE | $825 | $3,993-79.3% | $3,583-77.0% | $5,352-84.6% |
| Admin fee / account holder | $7,009 | $5,694+23.1% | $4,882+43.6% | $9,541-26.5% |