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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 | $2,981,622 | $181,896+1539.2% | $156,551+1804.6% | $273,972+988.3% |
| Participation rate | 7.1% | 88.4%-81.2pp | 84.0%-76.9pp | 83.0%-75.9pp |
| Annual return | -0.63% | 30.74%-31.4pp | 32.23%-32.9pp | 41.46%-42.1pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $130,060 | $15,560+735.9% | $13,028+898.3% | $10,133+1183.6% |