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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 | $258,156 | $55,446+365.6% | $155,574+65.9% | $74,429+246.8% |
| Participation rate | 65.0% | 61.9%+3.1pp | 78.2%-13.2pp | 67.2%-2.2pp |
| Annual return | 4.03% | 269.20%-265.2pp | 64.87%-60.8pp | 1368.38%-1364.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $7,887 | $1,743+352.5% | $15,914-50.4% | $1,944+305.6% |