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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 | $302,663 | $154,228+96.2% | $145,433+108.1% | $137,256+120.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | -38.94% | 74.59%-113.5pp | 66.58%-105.5pp | 220.34%-259.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,050 | $8,216-50.7% | $7,897-48.7% | $6,407-36.8% |
| Admin fee / account holder | $17,015 | $14,344+18.6% | $13,129+29.6% | $12,270+38.7% |