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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 | $1,491,918 | $87,106+1612.8% | $105,607+1312.7% | $80,935+1743.3% |
| Participation rate | 2.3% | 70.4%-68.2pp | 75.3%-73.0pp | 67.7%-65.4pp |
| Annual return | 4.80% | 17.01%-12.2pp | 116.11%-111.3pp | 35.66%-30.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $125,000 | $8,447+1379.8% | $10,958+1040.7% | $6,924+1705.2% |