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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 | $1,329,856 | $84,518+1473.5% | $67,704+1864.2% | $125,389+960.6% |
| Participation rate | 9.1% | 74.8%-65.7pp | 67.5%-58.4pp | 83.2%-74.1pp |
| Annual return | 0.52% | 2.57%-2.1pp | 25.41%-24.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $359 | $5,340-93.3% | $4,255-91.6% | $9,541-96.2% |