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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 | $325,062 | $165,399+96.5% | $149,745+117.1% | $158,982+104.5% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | -19.91% | 348.34%-368.2pp | 276.72%-296.6pp | 302.99%-322.9pp |
| Employer contribution / active EE | $1,565 | $5,105-69.3% | $4,646-66.3% | $4,763-67.1% |
| Participant deferral / active EE | $7,904 | $7,183+10.0% | $6,843+15.5% | $5,983+32.1% |
| Admin fee / account holder | $25,008 | $10,811+131.3% | $9,312+168.6% | $11,252+122.3% |