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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 | $997,274 | $181,896+448.3% | $156,551+537.0% | $273,972+264.0% |
| Participation rate | 14.3% | 88.4%-74.1pp | 84.0%-69.7pp | 83.0%-68.7pp |
| Annual return | -0.98% | 30.74%-31.7pp | 32.23%-33.2pp | 41.46%-42.4pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $61,291 | $15,560+293.9% | $13,028+370.5% | $10,133+504.9% |