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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 | $496,186 | $182,442+172.0% | $163,379+203.7% | $138,895+257.2% |
| Participation rate | 14.3% | 79.8%-65.5pp | 76.8%-62.5pp | 79.9%-65.6pp |
| Annual return | 12.46% | 72.74%-60.3pp | 63.41%-50.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $22,366 | $10,396+115.1% | $9,818+127.8% | $12,562+78.0% |