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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 | $980,789 | $99,668+884.1% | $86,451+1034.5% | $134,545+629.0% |
| Participation rate | 21.7% | 82.1%-60.3pp | 80.3%-58.6pp | 81.2%-59.5pp |
| Annual return | 251.03% | 6789.61%-6538.6pp | 4398.51%-4147.5pp | 418.37%-167.3pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,685 | $8,377-44.1% | $6,734-30.4% | $11,431-59.0% |