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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 | $491,862 | $71,878+584.3% | $86,698+467.3% | $68,486+618.2% |
| Participation rate | 7.4% | 72.2%-64.8pp | 76.6%-69.2pp | 67.9%-60.5pp |
| Annual return | -9.03% | 3.53%-12.6pp | 35.95%-45.0pp | -7.85%-1.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $713,415 | $6,113+11571.1% | $7,493+9421.6% | $5,404+13102.1% |