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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $3,328,097 | $185,141+1697.6% | $153,416+2069.3% | $155,188+2044.6% |
| Participation rate | 0.0% | 79.9%-79.9pp | 74.3%-74.3pp | 80.8%-80.8pp |
| Annual return | 15.94% | 18.72%-2.8pp | 17.84%-1.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $346,392 | $16,005+2064.3% | $13,095+2545.2% | $14,480+2292.2% |