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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 | $510,374 | $167,362+205.0% | $143,799+254.9% | $134,532+279.4% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -25.57% | 0.47%-26.0pp | -0.04%-25.5pp | 418.27%-443.8pp |
| Employer contribution / active EE | $1,256 | $5,620-77.7% | $4,952-74.6% | $4,741-73.5% |
| Participant deferral / active EE | $3,850 | $6,447-40.3% | $5,638-31.7% | $6,401-39.9% |
| Admin fee / account holder | $27,560 | $18,094+52.3% | $14,677+87.8% | $11,429+141.2% |