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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 | $275,167 | $138,102+99.2% | $125,381+119.5% | $134,532+104.5% |
| Participation rate | 43.8% | 84.5%-40.7pp | 82.4%-38.6pp | 81.2%-37.5pp |
| Annual return | -23.13% | 750.73%-773.9pp | 572.31%-595.4pp | 418.27%-441.4pp |
| Employer contribution / active EE | $1,170 | $5,245-77.7% | $4,815-75.7% | $4,741-75.3% |
| Participant deferral / active EE | $4,779 | $7,801-38.7% | $7,448-35.8% | $6,401-25.3% |
| Admin fee / account holder | $83,404 | $11,568+621.0% | $10,007+733.5% | $11,429+629.8% |