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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 | $297,439 | $73,421+305.1% | $66,439+347.7% | $155,188+91.7% |
| Participation rate | 60.0% | 79.7%-19.7pp | 74.5%-14.5pp | 80.8%-20.8pp |
| Annual return | 10.68% | 1382.37%-1371.7pp | 757.66%-747.0pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,680-100.0% | $3,876-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25,682 | $8,856+190.0% | $6,173+316.0% | $14,480+77.4% |