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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 | $281,627 | $95,975+193.4% | $74,552+277.8% | $135,377+108.0% |
| Participation rate | 25.0% | 75.6%-50.6pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -21.18% | 56.96%-78.1pp | 32.53%-53.7pp | 519.75%-540.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,843-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $923 | $6,522-85.8% | $5,060-81.8% | $10,828-91.5% |