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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 | $572,000 | $90,320+533.3% | $59,496+861.4% | $125,389+356.2% |
| Participation rate | 16.7% | 68.3%-51.6pp | 54.6%-37.9pp | 83.2%-66.5pp |
| Annual return | 2.07% | 369.13%-367.1pp | 182.05%-180.0pp | 282.24%-280.2pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,190 | $3,063-61.1% | $2,232-46.7% | $9,541-87.5% |