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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 | $831,433 | $70,587+1077.9% | $124,694+566.8% | $85,851+868.5% |
| Participation rate | 29.3% | 64.4%-35.1pp | 74.6%-45.3pp | 69.3%-40.1pp |
| Annual return | 15.90% | 20688.83%-20672.9pp | 5144.82%-5128.9pp | 318.63%-302.7pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,325-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,615-100.0% | $3,952-100.0% |
| Admin fee / account holder | $55,417 | $5,282+949.2% | $7,495+639.4% | $6,261+785.1% |