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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 | $263,255 | $77,638+239.1% | $156,551+68.2% | $62,881+318.7% |
| Participation rate | 2.0% | 71.2%-69.2pp | 84.0%-82.0pp | 69.3%-67.3pp |
| Annual return | -4.83% | 50.33%-55.2pp | 32.23%-37.1pp | 20.14%-25.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,320 | $5,561+85.6% | $13,028-20.8% | $4,296+140.2% |