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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 | $785,267 | $180,459+335.2% | $154,108+409.6% | $135,380+480.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -11.28% | 888.21%-899.5pp | 735.21%-746.5pp | 519.81%-531.1pp |
| Employer contribution / active EE | $1,924 | $6,035-68.1% | $5,298-63.7% | $4,779-59.7% |
| Participant deferral / active EE | $10,750 | $5,806+85.1% | $5,081+111.6% | $5,609+91.7% |
| Admin fee / account holder | $7,732 | $16,145-52.1% | $13,411-42.4% | $10,828-28.6% |