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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 | $138,068+154.5% | $125,358+180.3% | $134,493+161.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -22.55% | 750.30%-772.9pp | 572.03%-594.6pp | 418.01%-440.6pp |
| Employer contribution / active EE | $8,695 | $5,244+65.8% | $4,814+80.6% | $4,740+83.4% |
| Participant deferral / active EE | $11,146 | $7,799+42.9% | $7,447+49.7% | $6,400+74.2% |
| Admin fee / account holder | $1,069 | $11,568-90.8% | $10,007-89.3% | $11,425-90.6% |