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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 | $263,553 | $88,672+197.2% | $105,223+150.5% | $82,448+219.7% |
| Participation rate | 40.7% | 67.9%-27.2pp | 75.0%-34.3pp | 68.1%-27.3pp |
| Annual return | 4.44% | 30.86%-26.4pp | 180.65%-176.2pp | 41.64%-37.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $42,829 | $7,146+499.3% | $8,859+383.5% | $7,234+492.0% |