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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 | $300,390 | $60,349+397.8% | $74,184+304.9% | $62,881+377.7% |
| Participation rate | 33.3% | 72.7%-39.4pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 7.19% | 21.38%-14.2pp | 17.74%-10.5pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $14,352 | $4,261+236.8% | $5,586+156.9% | $4,296+234.1% |