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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 | $1,406,398 | $100,901+1293.8% | $75,501+1762.8% | $147,586+852.9% |
| Participation rate | 20.0% | 77.1%-57.1pp | 72.4%-52.4pp | 82.8%-62.8pp |
| Annual return | 9.86% | 35.78%-25.9pp | 27.35%-17.5pp | 578.59%-568.7pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $48,169 | $11,285+326.8% | $5,801+730.4% | $10,886+342.5% |