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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 | $781,127 | $103,000+658.4% | $90,300+765.0% | $152,885+410.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | -7.59% | 95.19%-102.8pp | 78.11%-85.7pp | 345.39%-353.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,795 | $4,281+12.0% | $3,884+23.4% | $5,851-18.1% |
| Admin fee / account holder | $1,246 | $6,173-79.8% | $5,353-76.7% | $11,598-89.3% |