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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 | $1,123,896 | $95,406+1078.0% | $185,849+504.7% | $85,847+1209.2% |
| Participation rate | 3.6% | 68.8%-65.2pp | 81.7%-78.1pp | 69.3%-65.7pp |
| Annual return | 9.14% | 23.59%-14.4pp | 122.10%-113.0pp | 318.61%-309.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,193,654 | $7,214+85753.3% | $16,244+38029.6% | $6,261+98829.7% |