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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 | $684,918 | $92,766+638.3% | $82,763+727.6% | $134,545+409.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -24.27% | 946.97%-971.2pp | 702.45%-726.7pp | 418.37%-442.6pp |
| Employer contribution / active EE | $424 | $3,273-87.1% | $3,008-85.9% | $4,742-91.1% |
| Participant deferral / active EE | $5,978 | $4,802+24.5% | $4,395+36.0% | $6,401-6.6% |
| Admin fee / account holder | $3,838 | $5,978-35.8% | $5,325-27.9% | $11,431-66.4% |