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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 | $273,349 | $157,276+73.8% | $141,177+93.6% | $152,885+78.8% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | -2.12% | 64.33%-66.5pp | 71.40%-73.5pp | 345.39%-347.5pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,505 | $12,123-71.1% | $10,263-65.8% | $11,598-69.8% |