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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 | $1,952,963 | $171,867+1036.3% | $149,721+1204.4% | $147,586+1223.3% |
| Participation rate | 20.0% | 88.2%-68.2pp | 87.1%-67.1pp | 82.8%-62.8pp |
| Annual return | 12.97% | 2113.36%-2100.4pp | 1501.67%-1488.7pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $58,573 | $13,799+324.5% | $11,282+419.2% | $10,886+438.1% |