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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 | $2,017,255 | $124,330+1522.5% | $109,173+1747.8% | $167,536+1104.1% |
| Participation rate | 9.1% | 79.5%-70.4pp | 75.9%-66.8pp | 82.1%-73.0pp |
| Annual return | 6.29% | 26.04%-19.8pp | 25.75%-19.5pp | 478.82%-472.5pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $258,779 | $7,974+3145.2% | $6,755+3731.0% | $12,315+2001.4% |