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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 | $271,887 | $92,684+193.3% | $82,706+228.7% | $134,509+102.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -33.17% | 945.84%-979.0pp | 701.76%-734.9pp | 418.13%-451.3pp |
| Employer contribution / active EE | $1,949 | $3,272-40.4% | $3,007-35.2% | $4,741-58.9% |
| Participant deferral / active EE | $8,335 | $4,800+73.7% | $4,394+89.7% | $6,400+30.2% |
| Admin fee / account holder | $970 | $5,982-83.8% | $5,329-81.8% | $11,427-91.5% |