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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 | $1,775,593 | $105,960+1575.7% | $81,726+2072.6% | $158,982+1016.9% |
| Participation rate | 22.2% | 75.6%-53.4pp | 72.0%-49.8pp | 82.0%-59.7pp |
| Annual return | 12.31% | 38.19%-25.9pp | 29.49%-17.2pp | 302.99%-290.7pp |
| Employer contribution / active EE | $0 | $7,805-100.0% | $4,311-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $272,500 | $8,494+3108.0% | $5,160+5181.0% | $11,252+2321.9% |