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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 | $1,986,384 | $254,759+679.7% | $216,567+817.2% | $198,609+900.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 9.77% | 10.04%-0.3pp | 12.94%-3.2pp | 202.70%-192.9pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,658,171 | $26,311+6202.1% | $21,981+7443.8% | $19,030+8613.3% |