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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 | $699,034 | $100,203+597.6% | $85,240+720.1% | $145,897+379.1% |
| Participation rate | 8.3% | 74.1%-65.8pp | 67.5%-59.2pp | 80.3%-72.0pp |
| Annual return | 0.70% | 84.28%-83.6pp | 66.75%-66.1pp | 552.29%-551.6pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $29,320 | $7,265+303.6% | $6,165+375.6% | $13,390+119.0% |