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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 | $314,353 | $176,794+77.8% | $146,647+114.4% | $167,553+87.6% |
| Participation rate | 47.1% | 83.6%-36.6pp | 80.1%-33.0pp | 82.1%-35.1pp |
| Annual return | 14.19% | 24.04%-9.9pp | 22.75%-8.6pp | 478.89%-464.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $16,022 | $13,262+20.8% | $10,281+55.9% | $12,316+30.1% |