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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 | $279,113 | $138,078+102.1% | $125,363+122.6% | $134,509+107.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.52% | 750.49%-773.0pp | 572.15%-594.7pp | 418.13%-440.7pp |
| Employer contribution / active EE | $1,006 | $5,245-80.8% | $4,815-79.1% | $4,741-78.8% |
| Participant deferral / active EE | $2,746 | $7,800-64.8% | $7,447-63.1% | $6,400-57.1% |
| Admin fee / account holder | $1,567 | $11,566-86.5% | $10,005-84.3% | $11,427-86.3% |