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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 | $277,967 | $88,710+213.3% | $81,783+239.9% | $145,959+90.4% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 3.33% | 1027.26%-1023.9pp | 775.05%-771.7pp | 561.95%-558.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $883 | $8,407-89.5% | $7,380-88.0% | $13,398-93.4% |