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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 | $438,713 | $125,778+248.8% | $114,563+282.9% | $154,746+183.5% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.9%-47.9pp | 80.7%-55.7pp |
| Annual return | -3.98% | 295.14%-299.1pp | 241.09%-245.1pp | 172.34%-176.3pp |
| Employer contribution / active EE | $1,141 | $2,806-59.4% | $2,592-56.0% | $4,379-74.0% |
| Participant deferral / active EE | $1,241 | $4,445-72.1% | $4,142-70.0% | $6,730-81.6% |
| Admin fee / account holder | $1,359 | $8,190-83.4% | $7,623-82.2% | $14,365-90.5% |