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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 | $268,247 | $48,050+458.3% | $85,969+212.0% | $59,633+349.8% |
| Participation rate | 35.8% | 64.5%-28.6pp | 76.5%-40.7pp | 68.7%-32.8pp |
| Annual return | -3.46% | 0.29%-3.8pp | 9.32%-12.8pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,441 | $3,206-23.9% | $6,053-59.7% | $4,297-43.2% |