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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 | $351,357 | $138,114+154.4% | $125,391+180.2% | $134,545+161.1% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.55% | 750.88%-773.4pp | 572.41%-595.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $8,695 | $5,246+65.7% | $4,816+80.6% | $4,742+83.4% |
| Participant deferral / active EE | $11,146 | $7,801+42.9% | $7,448+49.6% | $6,401+74.1% |
| Admin fee / account holder | $1,069 | $11,570-90.8% | $10,009-89.3% | $11,431-90.6% |