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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 | $256,355 | $160,028+60.2% | $147,080+74.3% | $145,884+75.7% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | -84.22% | 98.60%-182.8pp | 420.17%-504.4pp | 551.85%-636.1pp |
| Employer contribution / active EE | $20,942 | $5,286+296.2% | $4,933+324.5% | $4,662+349.2% |
| Participant deferral / active EE | $20,124 | $8,422+138.9% | $8,066+149.5% | $6,690+200.8% |
| Admin fee / account holder | $96,252 | $15,030+540.4% | $12,989+641.0% | $13,392+618.7% |