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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 | $281,838 | $176,077+60.1% | $159,455+76.8% | $167,518+68.2% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | -0.05% | 331.83%-331.9pp | 263.63%-263.7pp | 478.71%-478.8pp |
| Employer contribution / active EE | $7,094 | $5,298+33.9% | $4,830+46.9% | $4,838+46.6% |
| Participant deferral / active EE | $17,333 | $7,751+123.6% | $7,353+135.7% | $6,342+173.3% |
| Admin fee / account holder | $456 | $12,556-96.4% | $10,800-95.8% | $12,312-96.3% |