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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 | $110,337+183.8% | $102,383+205.8% | $145,877+114.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 12.27% | 24.83%-12.6pp | 24.94%-12.7pp | 551.28%-539.0pp |
| Employer contribution / active EE | $18,717 | $4,216+344.0% | $3,870+383.6% | $4,663+301.4% |
| Participant deferral / active EE | $37,877 | $5,621+573.9% | $5,060+648.6% | $6,691+466.1% |
| Admin fee / account holder | $10,380 | $9,750+6.5% | $8,391+23.7% | $13,402-22.6% |