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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 | $307,005 | $88,754+245.9% | $81,820+275.2% | $145,877+110.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | -2.76% | 1031.77%-1034.5pp | 777.93%-780.7pp | 551.28%-554.0pp |
| Employer contribution / active EE | $12,325 | $3,085+299.5% | $2,915+322.8% | $4,663+164.3% |
| Participant deferral / active EE | $12,582 | $4,648+170.7% | $4,323+191.1% | $6,691+88.1% |
| Admin fee / account holder | $1,270 | $8,424-84.9% | $7,391-82.8% | $13,402-90.5% |