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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 | $402,715 | $103,387+289.5% | $87,102+362.3% | $152,885+163.4% |
| Participation rate | 56.3% | 79.4%-23.1pp | 76.9%-20.6pp | 82.5%-26.2pp |
| Annual return | -23.78% | 28.10%-51.9pp | 28.19%-52.0pp | 345.39%-369.2pp |
| Employer contribution / active EE | $16,890 | $3,221+424.4% | $2,521+569.9% | $4,763+254.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $24,396 | $12,193+100.1% | $7,491+225.7% | $11,598+110.3% |