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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 | $2,806,400 | $176,688+1488.3% | $130,660+2047.9% | $152,909+1735.3% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.5%-49.1pp |
| Annual return | 0.44% | 2693.08%-2692.6pp | 1709.29%-1708.9pp | 345.46%-345.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $180,302 | $7,131+2428.4% | $5,463+3200.3% | $11,601+1454.2% |