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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 | $537,078 | $60,139+793.1% | $90,461+493.7% | $79,856+572.6% |
| Participation rate | 24.1% | 65.0%-40.9pp | 72.7%-48.6pp | 69.6%-45.6pp |
| Annual return | -0.31% | 71.96%-72.3pp | 1294.76%-1295.1pp | 31.71%-32.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,259 | $2,939-23.1% | $3,964-43.0% | $3,741-39.6% |
| Admin fee / account holder | $10,747 | $3,978+170.1% | $5,617+91.3% | $5,306+102.5% |