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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 | $512,514 | $58,851+770.9% | $115,167+345.0% | $72,976+602.3% |
| Participation rate | 51.7% | 65.5%-13.8pp | 75.9%-24.2pp | 69.5%-17.8pp |
| Annual return | 6.95% | 23.16%-16.2pp | 35.60%-28.7pp | 81.02%-74.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $100,311 | $6,370+1474.8% | $7,089+1315.1% | $5,124+1857.6% |