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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 | $274,705 | $72,071+281.2% | $68,368+301.8% | $137,256+100.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 11.95% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $15,988 | $2,788+473.5% | $2,649+503.6% | $4,156+284.7% |
| Participant deferral / active EE | $26,871 | $4,410+509.3% | $4,123+551.8% | $6,407+319.4% |
| Admin fee / account holder | $119,020 | $5,336+2130.7% | $5,150+2211.2% | $12,270+870.0% |