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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 | $364,410 | $213,785+70.5% | $185,441+96.5% | $155,188+134.8% |
| Participation rate | 31.3% | 83.2%-52.0pp | 80.3%-49.0pp | 80.8%-49.6pp |
| Annual return | 9.58% | 19.97%-10.4pp | 20.16%-10.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,405 | $21,134-41.3% | $17,890-30.7% | $14,480-14.3% |