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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 | $361,650 | $115,810+212.3% | $101,271+257.1% | $158,966+127.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | -43.34% | 56.15%-99.5pp | 46.48%-89.8pp | 302.95%-346.3pp |
| Employer contribution / active EE | $11,000 | $4,175+163.4% | $3,660+200.5% | $4,762+131.0% |
| Participant deferral / active EE | $9,667 | $4,958+95.0% | $4,371+121.2% | $5,983+61.6% |
| Admin fee / account holder | $347 | $7,248-95.2% | $5,948-94.2% | $11,250-96.9% |