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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 | $681,941 | $177,353+284.5% | $158,226+331.0% | $198,609+243.4% |
| Participation rate | 50.0% | 77.0%-27.0pp | 74.8%-24.8pp | 82.4%-32.4pp |
| Annual return | -2.98% | 599.50%-602.5pp | 501.41%-504.4pp | 202.70%-205.7pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,728 | $10,960-56.9% | $10,217-53.7% | $19,030-75.2% |