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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 | $316,276 | $176,105+79.6% | $159,474+98.3% | $167,536+88.8% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 10.32% | 331.91%-321.6pp | 263.68%-253.4pp | 478.82%-468.5pp |
| Employer contribution / active EE | $133,500 | $5,299+2419.4% | $4,831+2663.5% | $4,839+2658.8% |
| Participant deferral / active EE | $97,717 | $7,751+1160.6% | $7,353+1228.9% | $6,342+1440.7% |
| Admin fee / account holder | $100,300 | $12,559+698.6% | $10,802+828.5% | $12,315+714.5% |