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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 | $427,375 | $81,749+422.8% | $58,544+630.0% | $139,456+206.5% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | -11.24% | 7425.45%-7436.7pp | 4249.56%-4260.8pp | 373.45%-384.7pp |
| Employer contribution / active EE | $127 | $1,398-90.9% | $1,053-87.9% | $4,753-97.3% |
| Participant deferral / active EE | $317 | $2,555-87.6% | $1,923-83.5% | $6,711-95.3% |
| Admin fee / account holder | $1,892 | $3,272-42.2% | $2,520-24.9% | $11,407-83.4% |