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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 | $310,377 | $114,119+172.0% | $107,187+189.6% | $138,895+123.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 0.41% | 273.21%-272.8pp | 204.55%-204.1pp | 145.39%-145.0pp |
| Employer contribution / active EE | $43,262 | $4,059+965.9% | $3,782+1043.8% | $4,194+931.5% |
| Participant deferral / active EE | $31,539 | $5,538+469.5% | $5,096+518.9% | $6,396+393.1% |
| Admin fee / account holder | $348,737 | $10,024+3379.1% | $9,162+3706.2% | $12,562+2676.1% |