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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 | $407,184 | $73,978+450.4% | $96,515+321.9% | $75,173+441.7% |
| Participation rate | 7.1% | 66.4%-59.3pp | 74.3%-67.2pp | 67.2%-60.1pp |
| Annual return | 4.85% | 26.72%-21.9pp | 35.73%-30.9pp | 160.72%-155.9pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,877 | $5,219-44.9% | $6,735-57.3% | $5,651-49.1% |