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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 | $2,231,411 | $167,030+1235.9% | $135,768+1543.5% | $155,188+1337.9% |
| Participation rate | 33.3% | 76.2%-42.8pp | 71.1%-37.7pp | 80.8%-47.5pp |
| Annual return | 4.86% | 678.39%-673.5pp | 526.10%-521.2pp | 148.84%-144.0pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $168,426 | $8,172+1961.1% | $7,048+2289.6% | $14,480+1063.2% |