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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 | $111,787+152.0% | $93,681+200.7% | $145,978+92.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 0.88% | 203.52%-202.6pp | 133.47%-132.6pp | 550.52%-549.6pp |
| Employer contribution / active EE | $27,312 | $3,093+782.9% | $2,422+1027.5% | $4,662+485.9% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $22,583 | $10,256+120.2% | $8,290+172.4% | $13,400+68.5% |