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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 | $2,806,404 | $87,106+3121.8% | $105,607+2557.4% | $80,935+3367.5% |
| Participation rate | 6.1% | 70.4%-64.4pp | 75.3%-69.2pp | 67.7%-61.6pp |
| Annual return | 10.28% | 17.01%-6.7pp | 116.11%-105.8pp | 35.66%-25.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $69,312 | $8,447+720.5% | $10,958+532.5% | $6,924+901.0% |