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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 | $881,349 | $118,496+643.8% | $98,461+795.1% | $139,466+531.9% |
| Participation rate | 35.3% | 77.5%-42.2pp | 75.2%-39.9pp | 80.3%-45.0pp |
| Annual return | 13.90% | 18.96%-5.1pp | 21.17%-7.3pp | 373.66%-359.8pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,712-100.0% |
| Admin fee / account holder | $25,832 | $14,056+83.8% | $8,961+188.3% | $11,409+126.4% |