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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 | $318,129 | $107,353+196.3% | $92,903+242.4% | $152,885+108.1% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 19.52% | 145.62%-126.1pp | 109.43%-89.9pp | 345.39%-325.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,551 | $7,081+91.4% | $5,795+133.9% | $11,598+16.8% |