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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 | $340,863 | $139,948+143.6% | $121,663+180.2% | $154,746+120.3% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 9.44% | 230.52%-221.1pp | 147.54%-138.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $32,757 | $5,629+481.9% | $4,887+570.3% | $6,730+386.7% |
| Admin fee / account holder | $83,049 | $17,321+379.5% | $14,289+481.2% | $14,365+478.1% |