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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 | $674,148 | $168,635+299.8% | $147,617+356.7% | $125,389+437.6% |
| Participation rate | 36.4% | 88.8%-52.4pp | 84.6%-48.3pp | 83.2%-46.8pp |
| Annual return | -3.91% | 77.65%-81.6pp | 61.98%-65.9pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,278 | $6,252-79.6% | $5,564-77.0% | $4,866-73.7% |
| Participant deferral / active EE | $2,182 | $5,507-60.4% | $4,895-55.4% | $5,352-59.2% |
| Admin fee / account holder | $33,393 | $13,580+145.9% | $11,612+187.6% | $9,541+250.0% |