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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 | $307,754 | $167,353+83.9% | $143,797+114.0% | $134,545+128.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -23.04% | 0.48%-23.5pp | -0.04%-23.0pp | 418.37%-441.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,856 | $6,447-9.2% | $5,638+3.9% | $6,401-8.5% |
| Admin fee / account holder | $563 | $18,096-96.9% | $14,679-96.2% | $11,431-95.1% |