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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 | $567,302 | $100,805+462.8% | $86,698+554.3% | $134,532+321.7% |
| Participation rate | 55.6% | 79.0%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -34.90% | 29.09%-64.0pp | 35.95%-70.8pp | 418.27%-453.2pp |
| Employer contribution / active EE | $1,114 | $3,490-68.1% | $2,837-60.7% | $4,741-76.5% |
| Participant deferral / active EE | $9,364 | $5,339+75.4% | $4,656+101.1% | $6,401+46.3% |
| Admin fee / account holder | $20,829 | $10,925+90.6% | $7,493+178.0% | $11,429+82.3% |