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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 | $588,714 | $81,870+619.1% | $119,622+392.1% | $68,486+759.6% |
| Participation rate | 51.5% | 71.9%-20.4pp | 79.3%-27.7pp | 67.9%-16.4pp |
| Annual return | -61.62% | -23.82%-37.8pp | -14.98%-46.6pp | -7.85%-53.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,055 | $4,148-26.4% | $5,601-45.5% | $4,028-24.2% |
| Admin fee / account holder | $1,691 | $6,583-74.3% | $10,328-83.6% | $5,404-68.7% |