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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 | $77,962+274.4% | $178,540+63.5% | $80,935+260.7% |
| Participation rate | 68.9% | 65.7%+3.2pp | 77.1%-8.2pp | 67.7%+1.2pp |
| Annual return | 6.50% | 18.10%-11.6pp | 27.15%-20.6pp | 35.66%-29.2pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $4,404-100.0% | $6,281-100.0% | $4,299-100.0% |
| Admin fee / account holder | $35,281 | $7,156+393.0% | $10,424+238.4% | $6,924+409.5% |