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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 | $401,576 | $142,392+182.0% | $119,622+235.7% | $134,532+198.5% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.3%-59.3pp | 81.2%-61.2pp |
| Annual return | -20.28% | -12.46%-7.8pp | -14.98%-5.3pp | 418.27%-438.5pp |
| Employer contribution / active EE | $1,104 | $5,224-78.9% | $4,232-73.9% | $4,741-76.7% |
| Participant deferral / active EE | $4,750 | $6,467-26.6% | $5,601-15.2% | $6,401-25.8% |
| Admin fee / account holder | $1,743 | $13,593-87.2% | $10,328-83.1% | $11,429-84.7% |