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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 | $94,031+2936.5% | $115,768+2366.3% | $82,448+3363.1% |
| Participation rate | 6.1% | 70.4%-64.4pp | 74.4%-68.3pp | 68.1%-62.0pp |
| Annual return | 3.88% | 20.61%-16.7pp | 100.46%-96.6pp | 41.64%-37.8pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $80,491 | $10,249+685.3% | $12,439+547.1% | $7,234+1012.6% |