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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 | $1,129,788 | $110,801+919.7% | $86,615+1204.4% | $167,536+574.4% |
| Participation rate | 22.2% | 75.8%-53.6pp | 71.6%-49.4pp | 82.1%-59.9pp |
| Annual return | -9.19% | 116.96%-126.2pp | 63.51%-72.7pp | 478.82%-488.0pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $482,600 | $8,417+5633.5% | $5,830+8178.5% | $12,315+3818.9% |