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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 | $301,649 | $227,399+32.7% | $189,758+59.0% | $198,609+51.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 79.8%-46.5pp | 82.4%-49.0pp |
| Annual return | 21.52% | 61.03%-39.5pp | 52.62%-31.1pp | 202.70%-181.2pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $241,568 | $25,162+860.0% | $20,388+1084.9% | $19,030+1169.4% |