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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 | $396,482 | $126,519+213.4% | $106,201+273.3% | $145,959+171.6% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 1.35% | 225.10%-223.8pp | 116.26%-114.9pp | 561.95%-560.6pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $21,536 | $17,312+24.4% | $11,039+95.1% | $13,398+60.7% |