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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 | $458,486 | $110,337+315.5% | $102,383+347.8% | $145,877+214.3% |
| Participation rate | 6.7% | 77.9%-71.3pp | 74.5%-67.8pp | 80.3%-73.6pp |
| Annual return | 9.11% | 24.83%-15.7pp | 24.94%-15.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $38,682 | $9,750+296.8% | $8,391+361.0% | $13,402+188.6% |