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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 | $329,736 | $154,228+113.8% | $145,433+126.7% | $137,256+140.2% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 3.57% | 74.59%-71.0pp | 66.58%-63.0pp | 220.34%-216.8pp |
| Employer contribution / active EE | $22,026 | $4,804+358.5% | $4,554+383.6% | $4,156+430.0% |
| Participant deferral / active EE | $51,486 | $8,216+526.6% | $7,897+551.9% | $6,407+703.6% |
| Admin fee / account holder | $108,603 | $14,344+657.2% | $13,129+727.2% | $12,270+785.1% |