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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 | $274,097 | $183,539+49.3% | $155,556+76.2% | $145,897+87.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.75% | 61.31%-49.6pp | 64.84%-53.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $113,825 | $5,315+2041.5% | $4,675+2334.5% | $4,663+2341.2% |
| Participant deferral / active EE | $93,763 | $6,467+1349.9% | $5,631+1565.2% | $6,689+1301.7% |
| Admin fee / account holder | $2,123 | $19,275-89.0% | $15,885-86.6% | $13,390-84.1% |