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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 | $436,148 | $56,054+678.1% | $171,082+154.9% | $62,881+593.6% |
| Participation rate | 29.6% | 62.9%-33.2pp | 76.7%-47.1pp | 69.3%-39.7pp |
| Annual return | 34.75% | 22.52%+12.2pp | 32.56%+2.2pp | 20.14%+14.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $18,007 | $3,647+393.8% | $8,520+111.4% | $4,296+319.2% |