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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 | $1,823,588 | $104,577+1643.8% | $76,667+2278.6% | $152,909+1092.6% |
| Participation rate | 22.2% | 76.6%-54.4pp | 72.1%-49.9pp | 82.5%-60.2pp |
| Annual return | 49.43% | 1014.36%-964.9pp | 1166.74%-1117.3pp | 345.46%-296.0pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $285,684 | $12,290+2224.6% | $6,423+4347.5% | $11,601+2362.6% |