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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 | $225,673+119.9% | $203,872+143.4% | $155,188+219.7% |
| Participation rate | 14.3% | 80.3%-66.0pp | 77.8%-63.5pp | 80.8%-66.5pp |
| Annual return | 12.46% | 95.91%-83.5pp | 85.11%-72.6pp | 148.84%-136.4pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $22,366 | $12,327+81.4% | $11,730+90.7% | $14,480+54.5% |