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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 | $383,711 | $166,268+130.8% | $165,100+132.4% | $145,897+163.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 21.36% | 100.52%-79.2pp | 70.21%-48.9pp | 552.29%-530.9pp |
| Employer contribution / active EE | $14,724 | $5,284+178.7% | $4,348+238.6% | $4,663+215.8% |
| Participant deferral / active EE | $16,130 | $6,964+131.6% | $6,035+167.3% | $6,689+141.1% |
| Admin fee / account holder | $21,695 | $16,659+30.2% | $12,696+70.9% | $13,390+62.0% |