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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 | $976,618 | $68,878+1317.9% | $120,574+710.0% | $80,935+1106.7% |
| Participation rate | 32.0% | 61.7%-29.7pp | 71.9%-39.9pp | 67.7%-35.7pp |
| Annual return | 23.91% | 23.67%+0.2pp | 107.42%-83.5pp | 35.66%-11.7pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,996-100.0% | $4,299-100.0% |
| Admin fee / account holder | $96,458 | $5,782+1568.3% | $9,445+921.3% | $6,924+1293.0% |