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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 | $4,928,492 | $101,950+4734.2% | $125,529+3826.2% | $86,983+5566.0% |
| Participation rate | 0.0% | 70.2%-70.2pp | 74.7%-74.7pp | 69.5%-69.5pp |
| Annual return | 45.34% | 18.29%+27.1pp | 202.56%-157.2pp | 25.83%+19.5pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,049,684 | $12,791+39378.7% | $16,298+30883.2% | $7,856+64179.0% |