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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 | $559,393 | $61,815+804.9% | $97,295+474.9% | $80,959+591.0% |
| Participation rate | 25.5% | 63.5%-37.9pp | 72.7%-47.1pp | 67.7%-42.1pp |
| Annual return | 17.40% | -558.73%+576.1pp | 75.62%-58.2pp | 35.67%-18.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,264-100.0% | $4,300-100.0% |
| Admin fee / account holder | $43,952 | $5,166+750.9% | $5,646+678.4% | $6,925+534.7% |