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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 | $302,775 | $138,078+119.3% | $125,363+141.5% | $134,509+125.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -27.31% | 750.49%-777.8pp | 572.15%-599.5pp | 418.13%-445.4pp |
| Employer contribution / active EE | $2,570 | $5,245-51.0% | $4,815-46.6% | $4,741-45.8% |
| Participant deferral / active EE | $11,125 | $7,800+42.6% | $7,447+49.4% | $6,400+73.8% |
| Admin fee / account holder | $4,742 | $11,566-59.0% | $10,005-52.6% | $11,427-58.5% |