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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 | $101,950+2700.6% | $125,529+2174.6% | $86,983+3182.5% |
| Participation rate | 6.1% | 70.2%-64.1pp | 74.7%-68.7pp | 69.5%-63.5pp |
| Annual return | 3.88% | 18.29%-14.4pp | 202.56%-198.7pp | 25.83%-22.0pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $80,491 | $12,791+529.3% | $16,298+393.9% | $7,856+924.6% |