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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 | $317,070 | $75,935+317.6% | $60,547+423.7% | $125,389+152.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 68.0%-18.0pp | 83.2%-33.2pp |
| Annual return | 0.27% | -5.38%+5.7pp | 335.64%-335.4pp | 282.24%-282.0pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $88,423 | $6,768+1206.5% | $4,536+1849.3% | $9,541+826.8% |