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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 | $1,691,627 | $111,535+1416.7% | $105,223+1507.7% | $137,256+1132.5% |
| Participation rate | 9.1% | 78.1%-69.0pp | 75.0%-66.0pp | 80.0%-70.9pp |
| Annual return | 69.65% | 237.85%-168.2pp | 180.65%-111.0pp | 220.34%-150.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $509,340 | $9,721+5139.4% | $8,859+5649.5% | $12,270+4051.0% |