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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 | $280,472 | $81,476+244.2% | $102,383+173.9% | $80,925+246.6% |
| Participation rate | 51.9% | 66.8%-15.0pp | 74.5%-22.7pp | 67.7%-15.8pp |
| Annual return | 9.09% | 25.59%-16.5pp | 24.94%-15.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,060 | $6,717-9.8% | $8,391-27.8% | $6,940-12.7% |