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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 | $952,055 | $174,379+446.0% | $152,093+526.0% | $138,895+585.4% |
| Participation rate | 9.1% | 81.6%-72.6pp | 77.8%-68.7pp | 79.9%-70.8pp |
| Annual return | 9.18% | 74.86%-65.7pp | 66.36%-57.2pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $123,495 | $16,880+631.6% | $14,497+751.9% | $12,562+883.1% |