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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 | $1,036,119 | $100,262+933.4% | $81,370+1173.3% | $145,897+610.2% |
| Participation rate | 22.2% | 74.3%-52.1pp | 69.5%-47.3pp | 80.3%-58.1pp |
| Annual return | 6.16% | 34.52%-28.4pp | 24.85%-18.7pp | 552.29%-546.1pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $50,000 | $8,163+512.5% | $5,749+769.7% | $13,390+273.4% |