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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 | $648,818 | $88,585+632.4% | $69,884+828.4% | $134,532+382.3% |
| Participation rate | 60.0% | 74.9%-14.9pp | 70.5%-10.5pp | 81.2%-21.2pp |
| Annual return | -22.25% | 442.80%-465.1pp | 190.81%-213.1pp | 418.27%-440.5pp |
| Employer contribution / active EE | $2,342 | $3,235-27.6% | $2,560-8.5% | $4,741-50.6% |
| Participant deferral / active EE | $11,756 | $4,770+146.5% | $3,848+205.5% | $6,401+83.7% |
| Admin fee / account holder | $1,704 | $10,441-83.7% | $6,266-72.8% | $11,429-85.1% |