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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 | $2,542,144 | $223,823+1035.8% | $211,142+1104.0% | $154,746+1542.8% |
| Participation rate | 16.7% | 87.9%-71.2pp | 87.3%-70.6pp | 80.7%-64.0pp |
| Annual return | 17.71% | 50.39%-32.7pp | 46.84%-29.1pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $169,069 | $19,707+757.9% | $19,076+786.3% | $14,365+1076.9% |