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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 | $258,154 | $138,102+86.9% | $125,381+105.9% | $134,532+91.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.08% | 750.73%-772.8pp | 572.31%-594.4pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,655 | $5,245-68.5% | $4,815-65.6% | $4,741-65.1% |
| Participant deferral / active EE | $8,017 | $7,801+2.8% | $7,448+7.6% | $6,401+25.2% |
| Admin fee / account holder | $3,592 | $11,568-69.0% | $10,007-64.1% | $11,429-68.6% |