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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 | $293,418 | $165,361+77.4% | $149,715+96.0% | $158,950+84.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | -2.99% | 348.24%-351.2pp | 276.66%-279.7pp | 302.91%-305.9pp |
| Employer contribution / active EE | $38,000 | $5,103+644.6% | $4,645+718.1% | $4,762+698.0% |
| Participant deferral / active EE | $19,000 | $7,182+164.6% | $6,842+177.7% | $5,983+217.6% |
| Admin fee / account holder | $161,545 | $10,808+1394.7% | $9,310+1635.2% | $11,248+1336.2% |