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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 | $278,314 | $91,167+205.3% | $178,498+55.9% | $79,858+248.5% |
| Participation rate | 2.9% | 69.2%-66.3pp | 81.9%-79.1pp | 69.6%-66.8pp |
| Annual return | 4.92% | 24.19%-19.3pp | 151.09%-146.2pp | 31.72%-26.8pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $25,739 | $6,747+281.5% | $13,985+84.0% | $5,306+385.1% |