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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 | $956,983 | $116,167+723.8% | $64,489+1383.9% | $137,256+597.2% |
| Participation rate | 60.0% | 68.2%-8.2pp | 67.7%-7.7pp | 80.0%-20.0pp |
| Annual return | 9.66% | 36.55%-26.9pp | 55.03%-45.4pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $26,303 | $6,188+325.0% | $4,260+517.4% | $12,270+114.4% |