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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 | $1,043,621 | $109,372+854.2% | $89,414+1067.2% | $158,966+556.5% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.7pp | 82.0%-48.6pp |
| Annual return | -0.79% | 345.55%-346.3pp | 245.50%-246.3pp | 302.95%-303.7pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,459 | $6,156-27.6% | $4,883-8.7% | $11,250-60.4% |