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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 | $766,344 | $56,339+1260.2% | $104,299+634.8% | $68,490+1018.9% |
| Participation rate | 35.7% | 63.3%-27.6pp | 73.3%-37.6pp | 67.9%-32.2pp |
| Annual return | -8.82% | -9.19%+0.4pp | 24.62%-33.4pp | -7.85%-1.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $55,300 | $4,902+1028.2% | $7,339+653.5% | $5,403+923.5% |