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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,468,579 | $81,331+1705.7% | $155,534+844.2% | $80,935+1714.5% |
| Participation rate | 2.9% | 66.3%-63.4pp | 78.2%-75.4pp | 67.7%-64.8pp |
| Annual return | 4.88% | 33.37%-28.5pp | 64.92%-60.0pp | 35.66%-30.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $852,080 | $7,999+10552.1% | $15,900+5259.1% | $6,924+12205.5% |