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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 | $2,371,171 | $81,208+2819.9% | $98,920+2297.1% | $79,856+2869.3% |
| Participation rate | 7.1% | 72.5%-65.4pp | 76.0%-68.9pp | 69.6%-62.5pp |
| Annual return | 4.38% | 60.99%-56.6pp | 196.47%-192.1pp | 31.71%-27.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $70,851 | $6,013+1078.3% | $6,643+966.6% | $5,306+1235.2% |