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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 | $166,131+131.0% | $164,975+132.6% | $145,877+163.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 21.36% | 100.37%-79.0pp | 70.12%-48.8pp | 551.28%-529.9pp |
| Employer contribution / active EE | $14,724 | $5,276+179.1% | $4,343+239.0% | $4,663+215.8% |
| Participant deferral / active EE | $16,130 | $6,962+131.7% | $6,033+167.3% | $6,691+141.1% |
| Admin fee / account holder | $21,695 | $16,648+30.3% | $12,688+71.0% | $13,402+61.9% |