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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 | $162,136+86.7% | $152,301+98.7% | $154,746+95.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | -38.94% | 91.02%-130.0pp | 80.50%-119.4pp | 172.34%-211.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,050 | $8,341-51.4% | $8,004-49.4% | $6,730-39.8% |
| Admin fee / account holder | $17,015 | $15,759+8.0% | $14,398+18.2% | $14,365+18.4% |