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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 | $289,550 | $110,337+162.4% | $102,383+182.8% | $145,877+98.5% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | -26.52% | 24.83%-51.4pp | 24.94%-51.5pp | 551.28%-577.8pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,073 | $5,621-45.3% | $5,060-39.3% | $6,691-54.1% |
| Admin fee / account holder | $2,254 | $9,750-76.9% | $8,391-73.1% | $13,402-83.2% |