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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 | $401,990 | $71,873+459.3% | $86,698+363.7% | $68,490+486.9% |
| Participation rate | 49.2% | 72.2%-23.0pp | 76.6%-27.4pp | 67.9%-18.7pp |
| Annual return | 134.57% | 3.54%+131.0pp | 35.96%+98.6pp | -7.85%+142.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,343 | $6,110+20.2% | $7,492-2.0% | $5,403+35.9% |