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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 | $978,415 | $209,428+367.2% | $178,498+448.1% | $158,950+515.5% |
| Participation rate | 10.0% | 86.4%-76.4pp | 81.9%-71.9pp | 82.0%-72.0pp |
| Annual return | 35.69% | 188.78%-153.1pp | 151.09%-115.4pp | 302.91%-267.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,772 | $17,077-19.4% | $13,985-1.5% | $11,248+22.4% |