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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 | $281,662 | $111,830+151.9% | $93,696+200.6% | $145,884+93.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 0.88% | 204.08%-203.2pp | 133.74%-132.9pp | 551.85%-551.0pp |
| Employer contribution / active EE | $27,312 | $3,093+783.0% | $2,422+1027.7% | $4,662+485.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,583 | $10,249+120.3% | $8,287+172.5% | $13,392+68.6% |