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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 | $313,084 | $110,410+183.6% | $102,437+205.6% | $145,897+114.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 12.27% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.0pp |
| Employer contribution / active EE | $18,717 | $4,217+343.8% | $3,871+383.6% | $4,663+301.4% |
| Participant deferral / active EE | $37,877 | $5,622+573.8% | $5,060+648.5% | $6,689+466.2% |
| Admin fee / account holder | $10,380 | $9,745+6.5% | $8,388+23.7% | $13,390-22.5% |