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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 | $3,090,862 | $202,440+1426.8% | $169,390+1724.7% | $139,466+2116.2% |
| Participation rate | 33.3% | 81.1%-47.8pp | 77.2%-43.8pp | 80.3%-47.0pp |
| Annual return | 2.26% | 532.36%-530.1pp | 406.07%-403.8pp | 373.66%-371.4pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $732,729 | $10,722+6733.7% | $9,015+8028.0% | $11,409+6322.6% |