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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 | $253,100 | $169,356+49.4% | $129,406+95.6% | $145,897+73.5% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | -0.08% | 14418.62%-14418.7pp | 9468.18%-9468.3pp | 552.29%-552.4pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,414 | $4,987+8.6% | $4,167+29.9% | $6,689-19.1% |
| Admin fee / account holder | $502 | $9,915-94.9% | $7,689-93.5% | $13,390-96.3% |