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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 | $997,831 | $77,817+1182.3% | $123,553+707.6% | $64,173+1454.9% |
| Participation rate | 18.2% | 74.7%-56.5pp | 82.3%-64.1pp | 69.6%-51.4pp |
| Annual return | -52.63% | 12.49%-65.1pp | 119.21%-171.8pp | 7.63%-60.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,367 | $5,240+40.6% | $6,426+14.6% | $3,470+112.3% |
| Admin fee / account holder | $425 | $5,519-92.3% | $9,284-95.4% | $4,887-91.3% |