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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 | $1,780,623 | $153,769+1058.0% | $133,975+1229.1% | $273,972+549.9% |
| Participation rate | 16.7% | 88.4%-71.7pp | 87.1%-70.4pp | 83.0%-66.3pp |
| Annual return | 5.83% | 36.51%-30.7pp | 29.29%-23.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $585,444 | $11,765+4876.3% | $9,324+6178.6% | $10,133+5677.8% |