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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 | $481,941 | $57,828+733.4% | $117,039+311.8% | $70,126+587.3% |
| Participation rate | 60.7% | 67.1%-6.4pp | 77.2%-16.5pp | 69.5%-8.8pp |
| Annual return | 19.29% | 17.55%+1.7pp | 18.95%+0.3pp | 73.15%-53.9pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $25,467 | $3,548+617.7% | $5,974+326.3% | $4,645+448.2% |