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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 | $1,037,344 | $136,179+661.7% | $98,755+950.4% | $167,518+519.2% |
| Participation rate | 33.3% | 70.2%-36.9pp | 65.7%-32.4pp | 82.1%-48.8pp |
| Annual return | 4.03% | 67.53%-63.5pp | 49.91%-45.9pp | 478.71%-474.7pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,367 | $5,031-72.8% | $4,076-66.5% | $12,312-88.9% |