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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 | $267,039 | $26,549+905.8% | $61,501+334.2% | $66,949+298.9% |
| Participation rate | 4.8% | 38.1%-33.3pp | 52.6%-47.8pp | 69.8%-65.0pp |
| Annual return | -27.68% | -16.21%-11.5pp | 339.04%-366.7pp | 1.57%-29.2pp |
| Employer contribution / active EE | $280 | $651-57.0% | $1,160-75.9% | $2,545-89.0% |
| Participant deferral / active EE | $660 | $1,338-50.7% | $2,125-68.9% | $4,239-84.4% |
| Admin fee / account holder | $45,405 | $409+11012.3% | $2,132+2030.1% | $594+7549.4% |