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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 | $829,100 | $117,895+603.3% | $102,460+709.2% | $145,897+468.3% |
| Participation rate | 15.4% | 78.6%-63.2pp | 76.5%-61.1pp | 80.3%-64.9pp |
| Annual return | 20.56% | 31.92%-11.4pp | 29.47%-8.9pp | 552.29%-531.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $43,772 | $13,353+227.8% | $9,460+362.7% | $13,390+226.9% |