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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 | $151,427+532.0% | $112,860+747.9% | $154,746+518.4% |
| Participation rate | 60.0% | 69.1%-9.1pp | 66.3%-6.3pp | 80.7%-20.7pp |
| Annual return | 9.66% | 30.95%-21.3pp | 35.26%-25.6pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,285-100.0% | $3,493-100.0% | $6,730-100.0% |
| Admin fee / account holder | $26,303 | $7,369+257.0% | $6,841+284.5% | $14,365+83.1% |