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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 | $280,185 | $138,078+102.9% | $125,363+123.5% | $134,509+108.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -6.32% | 750.49%-756.8pp | 572.15%-578.5pp | 418.13%-424.5pp |
| Employer contribution / active EE | $15,836 | $5,245+201.9% | $4,815+228.9% | $4,741+234.1% |
| Participant deferral / active EE | $31,443 | $7,800+303.1% | $7,447+322.2% | $6,400+391.3% |
| Admin fee / account holder | $28,382 | $11,566+145.4% | $10,005+183.7% | $11,427+148.4% |