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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 | $381,970 | $99,647+283.3% | $86,439+341.9% | $134,509+184.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -29.61% | 6784.13%-6813.7pp | 4395.55%-4425.2pp | 418.13%-447.7pp |
| Employer contribution / active EE | $10,342 | $4,401+135.0% | $3,769+174.4% | $4,741+118.2% |
| Participant deferral / active EE | $15,833 | $7,246+118.5% | $6,952+127.8% | $6,400+147.4% |
| Admin fee / account holder | $4,713 | $8,373-43.7% | $6,732-30.0% | $11,427-58.8% |