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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 | $320,968 | $162,821+97.1% | $133,978+139.6% | $158,982+101.9% |
| Participation rate | 16.7% | 83.2%-66.6pp | 79.8%-63.2pp | 82.0%-65.3pp |
| Annual return | 15.69% | 41.95%-26.3pp | 45.10%-29.4pp | 302.99%-287.3pp |
| Employer contribution / active EE | $10,680 | $4,976+114.6% | $3,919+172.5% | $4,763+124.2% |
| Participant deferral / active EE | $12,200 | $5,910+106.4% | $5,047+141.7% | $5,983+103.9% |
| Admin fee / account holder | $45,080 | $11,742+283.9% | $8,930+404.8% | $11,252+300.7% |