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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 | $893,497 | $165,939+438.4% | $122,354+630.3% | $147,586+505.4% |
| Participation rate | 14.3% | 79.6%-65.3pp | 71.6%-57.4pp | 82.8%-68.5pp |
| Annual return | 4.69% | 34.56%-29.9pp | 30.28%-25.6pp | 578.59%-573.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,244 | $7,425+159.2% | $5,479+251.2% | $10,886+76.8% |