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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 | $578,868 | $85,766+574.9% | $136,298+324.7% | $70,126+725.5% |
| Participation rate | 7.5% | 74.2%-66.7pp | 81.9%-74.4pp | 69.5%-62.0pp |
| Annual return | 8.73% | 31.46%-22.7pp | 5156.27%-5147.5pp | 73.15%-64.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $24,328 | $5,421+348.8% | $9,244+163.2% | $4,645+423.7% |