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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 | $826,374 | $176,794+367.4% | $146,647+463.5% | $167,553+393.2% |
| Participation rate | 5.6% | 83.6%-78.1pp | 80.1%-74.5pp | 82.1%-76.6pp |
| Annual return | -39.66% | 24.04%-63.7pp | 22.75%-62.4pp | 478.89%-518.5pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,660 | $13,262-72.4% | $10,281-64.4% | $12,316-70.3% |