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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 | $2,710,199 | $97,732+2673.1% | $83,831+3132.9% | $135,380+1901.9% |
| Participation rate | 7.7% | 80.0%-72.3pp | 76.1%-68.5pp | 82.6%-74.9pp |
| Annual return | 103.41% | 1287.56%-1184.1pp | 850.99%-747.6pp | 519.81%-416.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,162,626 | $6,675+17318.8% | $5,479+21120.8% | $10,828+10637.1% |