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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 | $387,546 | $178,174+117.5% | $156,181+148.1% | $137,256+182.4% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | 10.66% | 84.19%-73.5pp | 64.87%-54.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $27,934 | $4,972+461.9% | $4,294+550.5% | $4,156+572.1% |
| Participant deferral / active EE | $24,260 | $6,888+252.2% | $6,132+295.6% | $6,407+278.7% |
| Admin fee / account holder | $102,575 | $17,404+489.4% | $14,586+603.2% | $12,270+736.0% |