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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 | $199,109+94.6% | $173,730+123.1% | $154,746+150.4% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 10.66% | 20.02%-9.4pp | 19.96%-9.3pp | 172.34%-161.7pp |
| Employer contribution / active EE | $27,934 | $5,311+425.9% | $4,577+510.2% | $4,379+537.9% |
| Participant deferral / active EE | $24,260 | $7,113+241.1% | $6,326+283.5% | $6,730+260.4% |
| Admin fee / account holder | $102,575 | $20,916+390.4% | $17,523+485.4% | $14,365+614.1% |