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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 | $1,256,955 | $104,251+1105.7% | $91,004+1281.2% | $147,586+751.7% |
| Participation rate | 14.3% | 78.2%-64.0pp | 75.6%-61.3pp | 82.8%-68.5pp |
| Annual return | 20.73% | 27.06%-6.3pp | 4.60%+16.1pp | 578.59%-557.9pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $389,433 | $8,948+4252.2% | $5,417+7088.5% | $10,886+3477.5% |