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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 | $713,362 | $58,311+1123.4% | $81,882+771.2% | $80,959+781.1% |
| Participation rate | 2.1% | 63.5%-61.4pp | 72.4%-70.3pp | 67.7%-65.5pp |
| Annual return | -37.24% | 41.85%-79.1pp | 779.47%-816.7pp | 35.67%-72.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $565 | $4,752-88.1% | $7,360-92.3% | $6,925-91.8% |