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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 | $94,436+5118.9% | $115,599+4163.4% | $82,637+5864.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 74.3%-74.3pp | 68.1%-68.1pp |
| Annual return | 45.34% | 18.37%+27.0pp | 111.10%-65.8pp | 53.51%-8.2pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $3,955-100.0% | $4,889-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,049,684 | $10,328+48793.8% | $12,841+39226.1% | $7,339+68708.0% |