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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 | $952,055 | $181,062+425.8% | $158,223+501.7% | $155,188+513.5% |
| Participation rate | 9.1% | 82.7%-73.6pp | 79.2%-70.1pp | 80.8%-71.7pp |
| Annual return | 9.18% | 57.39%-48.2pp | 52.09%-42.9pp | 148.84%-139.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $123,495 | $18,825+556.0% | $16,047+669.6% | $14,480+752.9% |