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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 | $9,412,642 | $157,276+5884.8% | $141,177+6567.3% | $152,885+6056.7% |
| Participation rate | 8.3% | 84.8%-76.5pp | 82.5%-74.1pp | 82.5%-74.1pp |
| Annual return | 3.18% | 64.33%-61.2pp | 71.40%-68.2pp | 345.39%-342.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $450,598 | $12,123+3617.0% | $10,263+4290.5% | $11,598+3785.1% |