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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 | $474,753 | $152,074+212.2% | $137,474+245.3% | $198,609+139.0% |
| Participation rate | 66.7% | 85.3%-18.7pp | 83.5%-16.8pp | 82.4%-15.7pp |
| Annual return | 7.71% | 10.68%-3.0pp | 11.53%-3.8pp | 202.70%-195.0pp |
| Employer contribution / active EE | $0 | $5,444-100.0% | $5,048-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $6,155-100.0% | $6,977-100.0% |
| Admin fee / account holder | $210,242 | $11,950+1659.3% | $10,602+1883.0% | $19,030+1004.8% |