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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 | $522,143 | $76,551+582.1% | $123,894+321.4% | $62,881+730.4% |
| Participation rate | 14.3% | 73.0%-58.7pp | 81.4%-67.1pp | 69.3%-55.0pp |
| Annual return | -3.42% | 18.68%-22.1pp | 47.52%-50.9pp | 20.14%-23.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $191,570 | $4,826+3869.7% | $8,357+2192.3% | $4,296+4359.6% |