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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 | $275,831 | $103,008+167.8% | $90,304+205.4% | $152,897+80.4% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.5%-36.3pp |
| Annual return | -0.01% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,225 | $3,139-61.0% | $2,855-57.1% | $4,764-74.3% |
| Participant deferral / active EE | $1,708 | $4,281-60.1% | $3,885-56.0% | $5,851-70.8% |
| Admin fee / account holder | $18,498 | $6,175+199.6% | $5,354+245.5% | $11,599+59.5% |