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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 | $369,960 | $117,846+213.9% | $102,434+261.2% | $145,884+153.6% |
| Participation rate | 11.1% | 78.6%-67.5pp | 76.5%-65.4pp | 80.3%-69.2pp |
| Annual return | 13.04% | 31.90%-18.9pp | 29.46%-16.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $170,092 | $13,356+1173.5% | $9,462+1697.6% | $13,392+1170.1% |