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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 | $317,602 | $138,393+129.5% | $184,256+72.4% | $80,959+292.3% |
| Participation rate | 30.8% | 83.9%-53.1pp | 86.8%-56.1pp | 67.7%-36.9pp |
| Annual return | 12.61% | 20.01%-7.4pp | 28.85%-16.2pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $27,418 | $10,489+161.4% | $13,899+97.3% | $6,925+295.9% |