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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 | $1,418,598 | $132,634+969.6% | $115,768+1125.4% | $137,256+933.5% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.4%-39.1pp | 80.0%-44.7pp |
| Annual return | 10.67% | 160.70%-150.0pp | 100.46%-89.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $48,027 | $15,028+219.6% | $12,439+286.1% | $12,270+291.4% |