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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 | $314,405 | $138,072+127.7% | $123,549+154.5% | $135,382+132.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.13% | 153.69%-164.8pp | 119.20%-130.3pp | 519.77%-530.9pp |
| Employer contribution / active EE | $1,631 | $5,152-68.3% | $4,628-64.8% | $4,779-65.9% |
| Participant deferral / active EE | $5,352 | $6,799-21.3% | $6,426-16.7% | $5,609-4.6% |
| Admin fee / account holder | $236,388 | $10,917+2065.4% | $9,284+2446.1% | $10,829+2083.0% |