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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 | $362,834 | $73,988+390.4% | $96,538+275.8% | $75,177+382.6% |
| Participation rate | 57.7% | 66.4%-8.7pp | 74.3%-16.7pp | 67.2%-9.5pp |
| Annual return | 13.45% | 26.73%-13.3pp | 35.74%-22.3pp | 160.75%-147.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $108,963 | $5,220+1987.6% | $6,737+1517.3% | $5,651+1828.1% |