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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 | $297,466 | $185,312+60.5% | $161,489+84.2% | $154,746+92.2% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 11.35% | 103.84%-92.5pp | 89.72%-78.4pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $5,771 | $18,654-69.1% | $16,006-63.9% | $14,365-59.8% |