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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 | $251,236 | $88,996+182.3% | $78,004+222.1% | $138,895+80.9% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 13.67% | 28.03%-14.4pp | 31.07%-17.4pp | 145.39%-131.7pp |
| Employer contribution / active EE | $16,667 | $2,917+471.4% | $2,469+575.1% | $4,194+297.4% |
| Participant deferral / active EE | $4,593 | $4,724-2.8% | $4,092+12.3% | $6,396-28.2% |
| Admin fee / account holder | $1,676 | $8,807-81.0% | $7,578-77.9% | $12,562-86.7% |