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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 | $507,982 | $125,797+303.8% | $170,057+198.7% | $75,177+575.7% |
| Participation rate | 61.9% | 83.6%-21.7pp | 87.0%-25.1pp | 67.2%-5.3pp |
| Annual return | 14.76% | 27.20%-12.4pp | 53.42%-38.7pp | 160.75%-146.0pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $43,687 | $8,177+434.3% | $12,826+240.6% | $5,651+673.0% |