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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 | $1,582,076 | $106,247+1389.1% | $96,515+1539.2% | $139,466+1034.4% |
| Participation rate | 9.1% | 77.8%-68.8pp | 74.3%-65.3pp | 80.3%-71.2pp |
| Annual return | 8.39% | 38.47%-30.1pp | 35.73%-27.3pp | 373.66%-365.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $645,000 | $7,885+8080.1% | $6,735+9476.3% | $11,409+5553.6% |