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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 | $2,855,231 | $97,648+2824.0% | $121,663+2246.8% | $87,485+3163.7% |
| Participation rate | 6.1% | 70.5%-64.4pp | 74.5%-68.4pp | 68.9%-62.9pp |
| Annual return | 3.88% | 18.03%-14.1pp | 147.54%-143.7pp | 26.06%-22.2pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $80,491 | $11,100+625.2% | $14,289+463.3% | $7,775+935.3% |