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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $1,834,858 | $156,398+1073.2% | $147,318+1145.5% | $138,895+1221.0% |
| Participation rate | 15.4% | 83.8%-68.4pp | 82.1%-66.7pp | 79.9%-64.5pp |
| Annual return | 15.65% | 78.75%-63.1pp | 70.43%-54.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $104,067 | $14,976+594.9% | $13,708+659.2% | $12,562+728.4% |