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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 | $2,550,621 | $107,368+2275.6% | $92,915+2645.1% | $152,909+1568.1% |
| Participation rate | 6.7% | 79.8%-73.1pp | 76.0%-69.3pp | 82.5%-75.8pp |
| Annual return | 10.33% | 145.64%-135.3pp | 109.45%-99.1pp | 345.46%-335.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $439,586 | $7,082+6106.9% | $5,796+7484.8% | $11,601+3689.3% |