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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 | $374,958 | $126,661+196.0% | $113,397+230.7% | $138,895+170.0% |
| Participation rate | 11.1% | 79.4%-68.3pp | 76.5%-65.4pp | 79.9%-68.8pp |
| Annual return | 5.54% | 25.05%-19.5pp | 23.20%-17.7pp | 145.39%-139.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,500 | $14,549+6.5% | $11,957+29.6% | $12,562+23.4% |