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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 | $291,899 | $78,027+274.1% | $178,528+63.5% | $80,925+260.7% |
| Participation rate | 68.9% | 65.7%+3.2pp | 77.1%-8.2pp | 67.7%+1.2pp |
| Annual return | 6.50% | 18.09%-11.6pp | 27.11%-20.6pp | 35.65%-29.1pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $35,281 | $7,168+392.2% | $10,419+238.6% | $6,940+408.4% |