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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 | $362,167 | $254,759+42.2% | $216,567+67.2% | $198,609+82.4% |
| Participation rate | 38.9% | 84.5%-45.6pp | 81.6%-42.8pp | 82.4%-43.5pp |
| Annual return | 12.25% | 10.04%+2.2pp | 12.94%-0.7pp | 202.70%-190.4pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18,023 | $26,311-31.5% | $21,981-18.0% | $19,030-5.3% |