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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 | $279,500 | $142,409+96.3% | $119,634+133.6% | $134,545+107.7% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -18.45% | -12.46%-6.0pp | -14.98%-3.5pp | 418.37%-436.8pp |
| Employer contribution / active EE | $31,141 | $5,224+496.1% | $4,232+635.8% | $4,742+556.8% |
| Participant deferral / active EE | $32,153 | $6,468+397.1% | $5,601+474.0% | $6,401+402.3% |
| Admin fee / account holder | $41,754 | $13,594+207.1% | $10,329+304.2% | $11,431+265.3% |