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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 | $541,478 | $52,836+924.8% | $105,736+412.1% | $64,173+743.8% |
| Participation rate | 53.3% | 66.5%-13.2pp | 76.3%-23.0pp | 69.6%-16.2pp |
| Annual return | 1.74% | 14.30%-12.6pp | 6.27%-4.5pp | 7.63%-5.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $25,624 | $3,959+547.3% | $6,913+270.7% | $4,887+424.3% |