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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 | $183,592+49.3% | $155,574+76.2% | $145,877+87.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.75% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $113,825 | $5,317+2040.9% | $4,676+2334.4% | $4,663+2341.0% |
| Participant deferral / active EE | $93,763 | $6,466+1350.1% | $5,629+1565.6% | $6,691+1301.4% |
| Admin fee / account holder | $2,123 | $19,316-89.0% | $15,914-86.7% | $13,402-84.2% |