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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 | $586,471 | $102,547+471.9% | $78,210+649.9% | $147,585+297.4% |
| Participation rate | 20.0% | 74.4%-54.4pp | 68.7%-48.7pp | 82.8%-62.8pp |
| Annual return | -2.72% | 51.08%-53.8pp | 40.90%-43.6pp | 578.58%-581.3pp |
| Employer contribution / active EE | $0 | $2,617-100.0% | $2,034-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,322 | $5,059-34.3% | $3,758-11.6% | $10,886-69.5% |