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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 | $265,171 | $105,210+152.0% | $159,487+66.3% | $85,851+208.9% |
| Participation rate | 6.2% | 75.8%-69.6pp | 82.8%-76.7pp | 69.3%-63.1pp |
| Annual return | -53.20% | 45.08%-98.3pp | 263.71%-316.9pp | 318.63%-371.8pp |
| Employer contribution / active EE | $1,814 | $3,319-45.4% | $4,831-62.5% | $2,565-29.3% |
| Participant deferral / active EE | $2,940 | $5,946-50.6% | $7,354-60.0% | $3,952-25.6% |
| Admin fee / account holder | $63,570 | $6,934+816.7% | $10,804+488.4% | $6,261+915.3% |