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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.)
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 | $2,513,661 | $106,557+2259.0% | $91,227+2655.4% | $134,545+1768.3% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | 3.06% | 160.81%-157.8pp | 114.14%-111.1pp | 418.37%-415.3pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $168,898 | $6,235+2608.8% | $5,423+3014.5% | $11,431+1377.6% |