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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 | $283,956 | $157,304+80.5% | $141,197+101.1% | $152,909+85.7% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | -2.50% | 64.34%-66.8pp | 71.41%-73.9pp | 345.46%-348.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,308 | $12,126+34.5% | $10,265+58.9% | $11,601+40.6% |