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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 | $1,180,061 | $175,259+573.3% | $149,723+688.2% | $139,487+746.0% |
| Participation rate | 29.2% | 83.4%-54.2pp | 78.8%-49.6pp | 80.3%-51.2pp |
| Annual return | 11.69% | 166.82%-155.1pp | 134.50%-122.8pp | 373.84%-362.2pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $342,795 | $16,158+2021.5% | $13,215+2494.0% | $11,407+2905.0% |