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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 | $616,679 | $156,963+292.9% | $121,204+408.8% | $139,466+342.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | -24.32% | 1476.75%-1501.1pp | 987.18%-1011.5pp | 373.66%-398.0pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,512 | $6,953-63.9% | $5,651-55.5% | $11,409-78.0% |