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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 | $423,904 | $54,355+679.9% | $82,744+412.3% | $68,486+519.0% |
| Participation rate | 20.9% | 63.9%-43.0pp | 72.6%-51.7pp | 67.9%-47.0pp |
| Annual return | -64.56% | -13.67%-50.9pp | 702.22%-766.8pp | -7.85%-56.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,259 | $3,246-61.2% | $4,395-71.4% | $4,028-68.8% |
| Admin fee / account holder | $4,192 | $4,397-4.6% | $5,325-21.3% | $5,404-22.4% |