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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 | $1,756,754 | $289,211+507.4% | $260,467+574.5% | $198,609+784.5% |
| Participation rate | 55.6% | 83.1%-27.5pp | 80.5%-24.9pp | 82.4%-26.8pp |
| Annual return | 20.85% | 112.90%-92.1pp | 100.60%-79.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $4,239-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $65,475 | $16,236+303.3% | $15,461+323.5% | $19,030+244.1% |