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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 | $2,535,172 | $127,100+1894.6% | $105,738+2297.6% | $135,382+1772.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 76.3%-43.0pp | 82.6%-49.3pp |
| Annual return | -2.37% | 4.49%-6.9pp | 6.27%-8.6pp | 519.77%-522.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $323,454 | $9,087+3459.6% | $6,913+4579.1% | $10,829+2887.1% |