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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 | $572,168 | $152,597+275.0% | $117,533+386.8% | $134,532+325.3% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -40.11% | 53.04%-93.2pp | 29.77%-69.9pp | 418.27%-458.4pp |
| Employer contribution / active EE | $14,600 | $5,576+161.8% | $4,179+249.3% | $4,741+207.9% |
| Participant deferral / active EE | $18,000 | $4,821+273.4% | $4,072+342.0% | $6,401+181.2% |
| Admin fee / account holder | $17,778 | $7,007+153.7% | $5,647+214.8% | $11,429+55.6% |