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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 | $311,119 | $92,684+235.7% | $82,706+276.2% | $134,509+131.3% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -25.12% | 945.84%-971.0pp | 701.76%-726.9pp | 418.13%-443.3pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,455 | $4,800-48.9% | $4,394-44.1% | $6,400-61.6% |
| Admin fee / account holder | $1,800 | $5,982-69.9% | $5,329-66.2% | $11,427-84.2% |