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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 | $2,170,571 | $76,522+2736.5% | $56,033+3773.7% | $145,884+1387.9% |
| Participation rate | 16.7% | 63.2%-46.6pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | -2.27% | 3014.28%-3016.5pp | 1711.38%-1713.6pp | 551.85%-554.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,690-100.0% |
| Admin fee / account holder | $111,279 | $3,328+3243.4% | $2,827+3836.2% | $13,392+730.9% |