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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 | $269,580 | $152,619+76.6% | $125,195+115.3% | $152,909+76.3% |
| Participation rate | 47.4% | 83.3%-36.0pp | 79.8%-32.4pp | 82.5%-35.1pp |
| Annual return | 14.39% | 54.85%-40.5pp | 43.79%-29.4pp | 345.46%-331.1pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,901 | $13,437-71.0% | $9,704-59.8% | $11,601-66.4% |