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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 | $2,335,609 | $209,874+1012.9% | $189,537+1132.3% | $167,536+1294.1% |
| Participation rate | 16.7% | 88.7%-72.0pp | 87.8%-71.1pp | 82.1%-65.4pp |
| Annual return | 20.01% | 748.61%-728.6pp | 555.34%-535.3pp | 478.82%-458.8pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $75,018 | $14,299+424.6% | $12,048+522.6% | $12,315+509.2% |