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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 | $2,405,475 | $68,394+3417.1% | $94,672+2440.8% | $75,177+3099.7% |
| Participation rate | 2.4% | 76.1%-73.6pp | 80.8%-78.4pp | 67.2%-64.8pp |
| Annual return | -2.35% | 616.92%-619.3pp | 156.89%-159.2pp | 160.75%-163.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,536-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $340 | $5,326-93.6% | $7,222-95.3% | $5,651-94.0% |