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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 | $477,258 | $154,145+209.6% | $130,014+267.1% | $139,427+242.3% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 1.59% | 32.49%-30.9pp | -137.22%+138.8pp | 373.27%-371.7pp |
| Employer contribution / active EE | $0 | $5,290-100.0% | $4,320-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $3,212 | $6,711-52.1% | $5,821-44.8% | $6,711-52.1% |
| Admin fee / account holder | $2,942 | $14,009-79.0% | $10,616-72.3% | $11,404-74.2% |