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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 | $364,238 | $168,635+116.0% | $147,617+146.7% | $125,389+190.5% |
| Participation rate | 5.0% | 88.8%-83.8pp | 84.6%-79.6pp | 83.2%-78.2pp |
| Annual return | -19.26% | 77.65%-96.9pp | 61.98%-81.2pp | 282.24%-301.5pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,462 | $13,580-59.8% | $11,612-53.0% | $9,541-42.8% |