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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 | $100,147+934.6% | $81,286+1174.7% | $145,877+610.3% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.5%-47.3pp | 80.3%-58.1pp |
| Annual return | 6.16% | 34.44%-28.3pp | 24.80%-18.6pp | 551.28%-545.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $50,000 | $8,201+509.7% | $5,764+767.5% | $13,402+273.1% |