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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 | $666,681 | $117,895+465.5% | $102,460+550.7% | $145,897+357.0% |
| Participation rate | 23.1% | 78.6%-55.6pp | 76.5%-53.4pp | 80.3%-57.2pp |
| Annual return | 4.05% | 31.92%-27.9pp | 29.47%-25.4pp | 552.29%-548.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,248,657 | $13,353+9251.3% | $9,460+13099.2% | $13,390+9225.0% |