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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 | $294,483 | $180,466+63.2% | $154,114+91.1% | $135,382+117.5% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -12.07% | 888.15%-900.2pp | 735.16%-747.2pp | 519.77%-531.8pp |
| Employer contribution / active EE | $2,245 | $6,035-62.8% | $5,298-57.6% | $4,779-53.0% |
| Participant deferral / active EE | $9,824 | $5,806+69.2% | $5,081+93.4% | $5,609+75.1% |
| Admin fee / account holder | $6,847 | $16,144-57.6% | $13,411-48.9% | $10,829-36.8% |