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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 | $350,450 | $138,114+153.7% | $125,391+179.5% | $134,545+160.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -27.13% | 750.88%-778.0pp | 572.41%-599.5pp | 418.37%-445.5pp |
| Employer contribution / active EE | $2,640 | $5,246-49.7% | $4,816-45.2% | $4,742-44.3% |
| Participant deferral / active EE | $9,750 | $7,801+25.0% | $7,448+30.9% | $6,401+52.3% |
| Admin fee / account holder | $562,068 | $11,570+4757.9% | $10,009+5515.8% | $11,431+4817.2% |