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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 | $262,110 | $99,647+163.0% | $86,439+203.2% | $134,509+94.9% |
| Participation rate | 33.3% | 82.1%-48.7pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -26.58% | 6784.13%-6810.7pp | 4395.55%-4422.1pp | 418.13%-444.7pp |
| Employer contribution / active EE | $1,446 | $4,401-67.2% | $3,769-61.6% | $4,741-69.5% |
| Participant deferral / active EE | $7,771 | $7,246+7.2% | $6,952+11.8% | $6,400+21.4% |
| Admin fee / account holder | $33,681 | $8,373+302.3% | $6,732+400.3% | $11,427+194.8% |