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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 | $435,201 | $88,710+390.6% | $81,783+432.1% | $145,959+198.2% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.4%-61.2pp | 80.3%-69.2pp |
| Annual return | -11.37% | 1027.26%-1038.6pp | 775.05%-786.4pp | 561.95%-573.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $55,808 | $8,407+563.8% | $7,380+656.2% | $13,398+316.5% |