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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 | $627,065 | $212,777+194.7% | $173,703+261.0% | $198,609+215.7% |
| Participation rate | 30.0% | 81.1%-51.1pp | 75.9%-45.9pp | 82.4%-52.4pp |
| Annual return | -6.10% | 18.82%-24.9pp | 17.46%-23.6pp | 202.70%-208.8pp |
| Employer contribution / active EE | $0 | $5,214-100.0% | $4,288-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,697-100.0% | $4,854-100.0% | $6,977-100.0% |
| Admin fee / account holder | $40,736 | $19,536+108.5% | $15,562+161.8% | $19,030+114.1% |